J1 Capital provides investment management services tailored to clients' individual needs. Clients may also receive complimentary financial planning services. J1 Capital provides advice on equities, mutual funds, exchange traded funds, fixed income instruments, and options. J1 Capital acts as a fiduciary, meaning it is legally required to act in your best interest.
Assets Under Management$11M
Clients2
Advisors1
Avg. per Client$5.3M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...