JSPM. 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 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% |
Do you have questions about our fee schedule? Interested in opening a new account or have questions about your existing account? Send us an email and we will gladly answer any questions you may have. Questions about our fee schedule? give us a call at 732-206-6015