The Jamison Edward Group (TJEG) provides investment management and financial planning services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning includes one-time plans and ongoing consulting. TJEG also holds seminars and workshops to educate the public.
Assets Under Management$12M
Clients71
Advisors3
Avg. per Client$180K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Annual fee may be negotiable based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...