Menu
Jersey Shore Portfolio Management
Active Management for Absolute Return since 2007
Active Management for Absolute Return since 2007
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. As for transaction costs, U.S. stock trades with Interactive Brokers are usually about $1 per trade – they’ve been rated The #1 Low-Cost Broker by Barron’s for over 11 years in a row now.
This schedule is a guideline* for non-wrap, fee-based actively-managed accounts with a growth objective. Actual fees are determined together with the client on a per-account basis.
| Account Value | Annual Fee |
| $100,000 – $499,999 | 2.25% |
| $500,000 – $999,999 | 2.00% |
| $1,000,000 – $1,999,999 | 1.75% |
| $2,000,000 – $4,999,999 | 1.50% |
| $5,000,000+ | Negotiable |
Have questions? Call us at 732-206-6015 or send us a message below.
*We do not share your information with any third parties.
IMPORTANT NOTICE REGARDING FUTURES TRADING: PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS OR SUCCESS. THE RISK OF LOSS IN COMMODITY FUTURES TRADING CAN BE SUBSTANTIAL. YOU SHOULD CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU WITH REGARD TO YOUR FINANCIAL CONDITION. THE USE OF LEVERAGE IN FUTURES CAN LEAD TO LARGE LOSSES AS WELL AS GAINS. PLEASE NOTE WE ONLY OFFER FUTURES TRADING. TO QUALIFIED ELIGIBLE PERSONS, AS DEFINED BY. THE CFTC. FOR MORE INFORMATION, PLEASE READ. OUR FULL DISCLAIMER. FURTHER, IT IS ASSUMED THAT BY VISITING OUR WEBSITE AND ENGAGING OUR FIRM, YOU HAVE REVIEWED ALL APPLICABLE DISCLOSURES.
Interactive Brokers LLC is not affiliated with and does not endorse or recommend Jersey Shore Portfolio Management. Interactive Brokers provides execution and clearing services to customers of Jersey Shore Portfolio Management. For more important information regarding Interactive Brokers LLC and the fees this firm charges please visit www.interactivebrokers.com
Jersey Shore Portfolio Management was created to provide clients nationwide with a safe and reliable haven to grow their investment accounts.
Privacy Policy
Terms of Use
©Jersey Shore Portfolio Management. 2024.