Assets Under Management
$145.9M
Number of Clients
348
Number of Advisors
6
Average Client AUM
$419K
AUM per Advisor
$24.3M
Compensation
Fee-Only (AUM)
Jemma Investment Advisors provides continuous investment advisory services, establishing and monitoring client investment objectives, risk tolerance, and time horizon. They manage accounts on a discretionary basis, utilizing model portfolios of ETFs and mutual funds. Financial planning is incorporated into portfolio management services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable over $1,000,000.
810 Gleneagles Court, Suite 109, Baltimore, MD, 21286