JAR.ai offers investment management services for individuals and high-net worth individuals. They create customized investment portfolios based on your goals and risk preferences. They primarily invest in exchange-traded funds (ETFs) and mutual funds. They also offer investment consulting services, including portfolio construction, performance evaluation, and tactical adjustments.
Assets Under Management$6M
Clients6
Advisors1
Avg. per Client$1M
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $1.0M | 0.45% |
| $1M+ | 0.40% |
All fees are negotiable. Total fees charged by our firm and any third-party money managers will not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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