Client Resources

Financial Documents and Disclosures

JSPM is a fee-based Investment Advisor & Money Manager

We charge a small percentage of assets under management (AUM) as an annual fee. We offer fee arrangements based on performance for qualifying investors and we do not charge clients a separate fee for financial planning services. Click the link for a full understanding of how our JSPM Fee Schedule Works or glance the fee schedule below.

Account ValueAnnual Fee
$100,000 - $499,9992.00%
$500,00 - $999,9991.75%
$1,000,000 - 1,999,9991.50%
$2,000,000 - 4,999,9991.25%

For more questions regarding your current account, opening an account, or questions about the fee-schedule above, please send us a message below.

Contact Us

Have questions about the JSPM fee-schedule? Maybe you have questions about your current portfolio or maybe you would like to get answers to questions about establishing a new account with us. Send us a message and we will gladly answer any question you may have. Rather speak with someone? give us a call at 732-206-6015


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