JCM3 Asset Management is a registered investment advisor based in Edwards, Colorado, founded in 2023 and owned by John C. Maxwell. The firm provides ongoing portfolio management services to individuals, businesses, retirement plans, and institutional clients. JCM3 uses a macro perspective combined with fundamental security analysis to build and manage model portfolios, primarily utilizing individual stocks along with exchange-traded funds, American depositary receipts, and other securities. The firm has the authority to make trades in client portfolios without asking first, tailored to each client's risk profile and investment objectives. JCM3 requires a minimum initial investment of $500,000 to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable prior to the engagement.