JY Capital Management offers investment advisory services, managing portfolios on a discretionary basis according to client objectives. The firm uses a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and cash positions. JY Capital Management tailors its services to individual client needs and does not manage wrap fee programs.
Assets Under Management$39M
Clients77
Advisors1
Avg. per Client$510K
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...