Jemma Financial Services
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)
About This Firm
Jemma Investment Advisors, LLC offers portfolio management services, tailoring investment advice based on client objectives and risk tolerance. They utilize model portfolios with ETFs and mutual funds, rebalancing quarterly. Financial planning is incorporated into portfolio management services at no separate fee, using MoneyGuidePro.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
You'll pay an annual fee based on the market value of your portfolio. The fee is 1.50% for the first $99,999 and 1.00% for the next $100,000 to $1,000,000. Fees are negotiable for amounts over $1,000,000. Fees are payable monthly in advance. Multiple household accounts may be combined to receive a lower tiered fee schedule.
Areas of Practice
Location
810 Gleneagles Court, Suite 109, Baltimore, MD, 21286