JSSR Capital LLC offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. JSSR Capital creates an Investment Policy Statement for each client. JSSR Capital generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs (including ETFs in the gold and precious metal sectors) and treasury inflation protected/inflation linked bonds. Clients may impose restrictions on investments, but JSSR Capital reserves the right to end the relationship if restrictions prevent proper service.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients may pay an annual fee of 2.00% of assets under management along with a 10.00% performance fee based on capital appreciation.