JMR Financial Group offers investment management services for individuals, families, and organizations, tailoring portfolios to their needs and goals. JMR also provides financial planning services, including financial overviews, objective statements, risk assessment, and recommendations. JMR partners with Trust&Will to offer Trust & Will services to all our clients.
Assets Under Management$59M
Clients827
Advisors2
Avg. per Client$71K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K+ | 1.00% |
Fee schedule may be negotiable at the discretion of JMR. A single account in excess of $500,000 will receive a reduced fee of 1.0% on the entire account balance.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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