J&M Investments, LLC directs clients to other investment advisors. J&M Investments is compensated via a fee share from the advisors to which it directs those clients. Specific client investment strategies and their implementation are dependent upon the client’s current situation (income, tax levels, and risk tolerance levels).
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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