Client Resources

Financial Documents and Disclosures.

Jersey Shore Portfolio Management is a fee-based investment advisor and 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.

Please be advised that we are currently working with pre-qualified investors only. To pre-qualify and receive a call from us within 24 hours regarding client resources provided by JSPM, please fill out this form in its entirety. Requests are processed in the order they are received.

As always, your personal information will never be shared with anyone outside of Jersey Shore Portfolio Management. We look forward to speaking with you.

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