HJSCM charges an advisory fee based on assets under management, billed quarterly in advance unless billing in arrears is selected. The MPP has a minimum account balance of $50,000, but this may be waived. Fees are negotiable and typically range from 1.25% to 2.50% annually. Envestnet charges a $25 flat annual operational fee. Financial planning reports and analyses are billed at $300/hour with a 5-hour minimum, but this fee may be waived.
2150 Post Road, Suite 301, Fairfield, CT, 06824
Get directionsJonathan is a supervisor of activity conducted for HJ Sims Capital Management, dedicating about 10-20% of his time to this role. HJSCM provides investment management services to high-net-worth individuals and associated entities.