JCM3 Asset Management provides ongoing investment management services where they make investment decisions for clients. JCM3 uses a macro perspective to position model portfolio strategies to take advantage of differentiated views on valuation, economics/geopolitics and themes. The firm looks for companies with better prospects than what seems to be reflected in their price. Individual client portfolios are then constructed to generally replicate an applicable firm investment model.
Assets Under Management$2.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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