JD Atkinson offers investment management and financial planning to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. Investment management includes traditional and alternative asset classes. Financial planning covers various topics like cash flow, tax, insurance, education, retirement, and estate planning. Clients can set restrictions on investments.
Assets Under Management$2.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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