JHB Capital Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. JHB creates an Investment Policy Statement outlining the client’s situation and constructs a plan to select a suitable portfolio. JHB provides non-discretionary investment advisory services, meaning clients retain full decision-making authority and must approve each transaction. JHB uses third-party models, independent advisor recommendations, and client-specific input to develop investment recommendations.
Assets Under ManagementN/A
Clients1
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based upon the type of client, the complexity of the client's situation, and the relationship of the client with the investment advisor representative.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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