JLA Capital LLC offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. JLA Capital creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in the selection of a suitable portfolio. JLA Capital generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$57M
Clients36
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable. Minimum quarterly fee of $250, may be waived.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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