Financial Documents and Disclosures
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 Value | Annual Fee |
|---|---|
| $100,000 - $499,999 | 2.00% |
| $500,00 - $999,999 | 1.75% |
| $1,000,000 - 1,999,999 | 1.50% |
| $2,000,000 - 4,999,999 | 1.25% |
| $5,000,000+ | 1.00% |
For more questions regarding your current account, opening an account, or questions about the fee-schedule above, please send us a message below.
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