Jeske Asset Management offers portfolio management tailored to individual client goals and risk tolerance. They create investment policy statements and require authority to make trades without client permission for each transaction. JAM also offers financial planning services covering investment, insurance, tax, retirement, education, and debt/credit planning. JAM primarily recommends ETFs and other mutual funds.
Assets Under Management$1.2M
Clients10
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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