Jocelyn Investment Management provides investment management and financial consulting services. Investment management includes financial goal setting, risk assessment, asset allocation, and investment selection. Jocelyn creates customized investment plans based on each client's financial situation, objectives, and risk tolerance. They also offer financial consultations on investment strategy and asset allocation. Jocelyn acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$920M
Clients272
AdvisorsN/A
Avg. per Client$3.4M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable based on the size and nature of the client’s account and the complexity of the services requested.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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