Jarvis Global Investments (JGI) offers continuous investment advice and selects investments for clients based on their individual needs, including their financial goals and risk tolerance. JGI manages portfolios using a combination of individual securities, mutual funds, and exchange-traded funds. JGI may recommend consulting services regarding investment and non-investment related matters, such as estate planning, tax planning, and insurance.
Assets Under Management$47M
Clients368
Advisors3
Avg. per Client$130K
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.55% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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