Jersey Shore Portfolio Management

JSPM Fee Schedule

Jersey Shore Portfolio Management.
Your investment advisor and money manager.

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 separately-managed accounts. Actual fees are determined together with the client on a per-account basis.

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%
$5,000,000+1.00%

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*We do not share your information with any third parties.

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