J.M. Arbour offers financial planning services covering cash flow, tax, retirement, investments, insurance, education savings, and estate analysis. They also provide discretionary and non-discretionary portfolio management using model portfolios from sub-advisers. J.M. Arbour manages the JMA Private Credit Series and JMA Venture Fund Series. They also offer retirement plan consulting services.
Assets Under Management$150M
Clients654
Advisors9
Avg. per Client$240K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10,000,000. Some models are subject to a separate fee charged by the model manager. These additional fees will range from 0.15% to 0.50% and will only apply to the portion of the portfolio invested in the model.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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