JV Global Capital offers continuous asset management and financial planning. Investment advice is tailored to clients' goals and risk tolerance. They create investment policy statements and review retirement and estate planning needs. The firm also publishes newsletters with market and financial planning information. JV Global Capital manages advisory accounts on a non-discretionary basis.
Assets Under Management$23M
Clients23
Advisors2
Avg. per Client$1M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.65% |
| $250K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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