JSM Investment Management offers investment advice and manages investments for individuals, trusts, partnerships, corporations, and other business entities. They determine your investment objectives, risk tolerance, and time horizon to develop a tailored investment strategy. JSM Investment Management primarily uses exchange traded funds, but may also use other publicly traded securities. They offer different types of accounts, including hourly advice, subscription-based monitoring, and managed accounts.
Fee Structure
JSM Investment Management offers managed accounts for a flat fee based on tiers of assets under management, paid quarterly. The fee is based on the complexity of larger accounts. The exact fee will be quoted based on the nature and total dollar value of your account and may be negotiable. Fees are paid regardless of the profitability in the client's account.