JFD Capital offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. JFD Capital creates an Investment Policy Statement for each client and may request authority to make trades without asking first. JFD Capital generally limits its investment advice to fixed income securities and equities.
Assets Under Management$5M
Clients4
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Qualified clients may pay a performance-based fee of 1.00% of assets under management along with a 10.00% performance fee based on capital appreciation exceeding 5% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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