JM Tax & Financial LLC (JMTF) manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. JMTF works with clients to create a financial plan designed to achieve their stated financial goals and objectives.
Assets Under Management$4.5M
Clients36
Advisors1
Avg. per Client$120K
Avg. per Advisor$4.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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