Jay Blue Capital

Fee-Only (% of Portfolio)

Jay Blue Capital offers investment advisory services to individuals and businesses, providing both discretionary and non-discretionary investment management. They create tailored investment plans based on client goals and risk tolerance, offering four investment strategies: Capital Preservation, Conservative Growth, Growth, and Aggressive Growth. Jay Blue Capital aims to grow capital, minimize expenses, and maximize tax efficiency for its clients.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on client circumstances, account size, and complexity of services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm