JC Venture Capital Investments, LLC provides non-discretionary portfolio advice and financial planning to individuals, high-net-worth individuals, families, trusts, and closely held entities. JC Venture gathers client information regarding financial circumstances, risk tolerance, time horizon, liquidity requirements, tax considerations, and legacy goals to recommend asset allocations and specific investments, including publicly traded equities, fixed-income securities, exchange-traded funds, mutual funds, private placements, and real estate opportunities. JC Venture also offers financial planning addressing retirement planning, tax-efficient investing strategies, estate-planning coordination, insurance needs review, business-owner planning, cash-flow analysis, and diversification of concentrated wealth. Jamie Chatman serves as the Managing Member and Chief Compliance Officer. JC Venture has no client assets under management as a newly formed firm.
Fee Structure
- Portfolio advisory and financial planning services — $1,500 to $10,000 on a fixed-fee basis, or $200 to $500 per hour, depending on the scope and complexity of the engagement.