JM Tax & Financial manages individually tailored investment portfolios and provides comprehensive financial planning services. The firm builds active or passive portfolios using mutual funds and exchange-traded funds based on each client's specific needs, goals, and risk tolerance. Financial planning covers a broad range of topics including retirement planning, risk management, college savings, cash flow and debt management, employee benefits, and estate and incapacity planning. Additionally, the firm offers tax preparation and bookkeeping services. JM Tax & Financial works primarily with individuals and high-net-worth individuals, requiring no minimum account size.
Assets Under Management$4.5M
Clients36
Advisors1
Avg. per Client$120K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:None
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% |
Annual fees are negotiable and paid quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...