Assets Under Management
$352.6B
Number of Clients
1,055,400
Number of Advisors
12332
Average Client AUM
$334K
AUM per Advisor
$28.6M
Compensation
Fee-Only (AUM)
JP Morgan Securities LLC (JPMS) offers various wrap fee programs designed to address different investment needs. Clients pay asset-based fees covering investment management, execution, custody, and reporting. Programs include Mutual Fund Advisory Portfolio (MFAP), Chase Strategic Portfolio (CSP), J.P. Morgan Core Advisory Portfolio (JPMCAP), Advisory Program, and Fixed Income Advisory Program (FIAP).
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
383 Madison Ave, New York, NY, 10179