Jessurum Capital offers customized investment advice and portfolio management, focusing on exchange-traded funds (ETFs), stocks, bonds, and mutual funds. They tailor their services to each client's specific needs, considering their risk tolerance, time horizon, and financial goals. Clients can place restrictions on investments. Jessurum Capital does not participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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