JML Investments LLC offers consulting services and investment advice. They help clients determine how much to invest, assess risk tolerance, and choose suitable investments. JML Investments assists with account selection, entry points, and trade types. They monitor investments and provide monthly newsletters with market updates and recommendations. Clients make all investment decisions themselves.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
After an initial portfolio analysis for $100, clients can pay $10/month for ongoing access to JML Investments' services, including monthly newsletters with market updates and alerts on their specific investments. This gives clients access to JML Investments for questions or needs.
- Portfolio analysis and recommendations — $100, includes assistance with account creation or adjustment and addresses investing questions.
Annual Retainer:From $120/year
One-Time Plan:From $100
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