JPS Global Investments provides investment management, financial planning, and consulting services. JPS offers proprietary investment strategies, including Green Economy and Fossil Fuel Free portfolios. JPS creates diversified portfolios tailored to the client's risk profile and investment objectives. Financial planning services are typically offered in conjunction with investment management.
Assets Under Management$61M
Clients69
Advisors1
Avg. per Client$890K
Avg. per Advisor$61M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees and account minimums may be negotiable based upon prior relationships and related account holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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