James River Asset Management (JRAM) is an investment management firm in Midlothian, Virginia. JRAM offers investment advisory services to individuals, high net worth individuals, employee-sponsored retirement plans, charitable organizations, trusts, and estates. JRAM manages accounts on a discretionary and non-discretionary basis, allocating assets among equities, ETFs, mutual funds, and debt securities. Standard financial planning services are included within investment management services at no additional fee.
Fee Structure
James River Asset Management charges a percentage of the value of your portfolio each year. The fee is calculated based on the average daily value of the account during the quarter and billed quarterly in arrears.
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JRAM Portfolio:
- Up to $1,000,000: Maximum of 1.50%
- Over $1,000,000: Maximum of 1.00%
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American Funds Portfolio:
- $0.00 - $249,999.99: 1.00%
- $250,000 - $499,999.99: 0.75%
- $500,000.00 - $999,999.99: 0.05%
- $1,000,000 and above: 0.25%