Rembert Pendleton Jackson (RPJ) offers investment management and financial planning services. RPJ works with individuals, high net worth individuals, retirement plans, charities, and businesses. RPJ creates diversified investment portfolios tailored to each client's goals and risk tolerance. RPJ also provides financial planning services, including insurance, tax, cash management, education funding, retirement, and estate planning.
Fee Structure
RPJ's investment management fees are calculated quarterly, in advance, based on the value of your account. The fees generally do not exceed 1.00% per year of the value of your investments. However, fees are negotiable and may be higher or lower based on the size of the account, complexity of asset structures, selected investment mandates, nature of services provided and other factors. The minimum account size for investment management services is $500,000, but this may be waived.