JSPM Fee Schedule
Jersey Shore Portfolio Management.
Your investment advisor and money manager.
Jersey Shore Portfolio Management is a fee-based investment advisor and money manager. We charge a small percentage of assets under management (AUM) as an annual fee. We offer fee arrangements based on performance for qualifying investors and we do not charge clients a separate fee for financial planning services. As for transaction costs, U.S. stock trades with Interactive Brokers are usually about $1 per trade – they’ve been rated The #1 Low-Cost Broker by Barron’s for over 11 years in a row now.
This schedule is a guideline* for non-wrap, fee-based actively-managed accounts with a growth objective. Actual fees are determined together with the client on a per-account basis.
| Account Value | Annual Fee |
| $100,000 – $499,999 | 2.25% |
| $500,000 – $999,999 | 2.00% |
| $1,000,000 – $1,999,999 | 1.75% |
| $2,000,000 – $4,999,999 | 1.50% |
| $5,000,000+ | Negotiable |
Have questions? Call us at 732-206-6015 or send us a message below.
*We do not share your information with any third parties.