James Capital Management (JCM) offers investment advisory services for individually managed accounts. JCM can manage accounts with or without the ability to make trades without client consent. JCM uses fundamental and technical analysis to identify investment opportunities. JCM offers two investment programs, modifying investment tactics based on client needs and restrictions. JCM generally does not provide individualized advice.
Assets Under Management$4M
Clients7
Advisors1
Avg. per Client$570K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $4.0M | 1.75% |
| $4.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees are negotiable for amounts over $10,000,000. Trading Program 2 has different fees for amounts over $1,000,000: Next $3,000,000: 2.00% per year; Next $6,000,000: 1.75% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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