Jd Euroway Capital Partners LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

JD Euroway Capital Partners (JDE Capital Partners) offers investment management and financial planning services to individuals, families, and institutions. JDE Capital Partners provides investment strategies, asset allocation, and performance reporting. They also offer consulting services, including advice on asset allocation and stock selection. JDE Capital Partners manages portfolios on a discretionary or non-discretionary basis.

Assets Under Management$2.2B
Clients2
AdvisorsN/A
Avg. per Client$1.1B
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee may be negotiable. Financial planning services are generally included in the advisory fee for existing management clients, but JDE Capital Partners reserves the right to charge separately for investment consulting and financial planning services.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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