Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K+ | 1.00% |
A single account in excess of $500,000 receives a reduced fee of 1.0% on the entire account balance. The fee schedule may be negotiable.
Fee Estimator
JMR charges an annual fee based on the value of your managed assets, billed quarterly in advance. The fee is 2.0% on the first $250,000, 1.5% on the next $250,001 up to $500,000, and 1.0% on the excess over $500,000. A single account over $500,000 receives a reduced fee of 1.0% on the entire balance. There is a minimum annual maintenance fee of $49 for accounts under $25,000. The fee schedule may be negotiable. Managed assets are often placed into mutual funds/ETFs, which have their own separate fees.
Areas of Practice
Advisor Information
Office location
1225 Tower Avenue, Suite 305, Superior, WI, 54880
Get directionsRegulatory History
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