James Morgan Asset Management (JMAM) manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. JMAM develops a personal investment policy for each client based on their individual needs and goals.
Assets Under Management$9.1M
Clients16
Advisors1
Avg. per Client$570K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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