Assets Under Management
$59.0M
Number of Clients
827
Number of Advisors
2
Average Client AUM
$71K
AUM per Advisor
$29.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
JMR Financial Group provides investment supervision services with discretionary authority. Fees are based on the value of managed assets and are billed quarterly in advance. The firm requires a minimum investment of $25,000, which may be waived. Clients receive disclosures and reports via a client portal.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K+ | 1.00% |
Fee schedule may be negotiable. A single account in excess of $500,000 receives a reduced fee of 1.0% on the entire account balance.
1225 Tower Avenue, Suite 305, Superior, WI, 54880