Jemma Financial Services Fees & Minimum

Overview

Headquarters: Baltimore, MD
Total Firm Assets: $140 million
Average High-Net-Worth Client Portfolio Size: $0.9 million

Fee Disclosure

Source: JEMMA ADV PART 2A (2026-07-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.50%
$250,001	$500,000	1.25%
$500,001	$1,000,000	1.00%
$1,000,001	$2,000,000	0.90%
$2,000,001	$3,000,000	0.75%
$3,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,875	1.19%
$5 million	Negotiable	Negotiable
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 49.64%
Number of High-Net-Worth Clients: 74
Total Client Accounts: 641
Discretionary Accounts: 613
Non-Discretionary Accounts: 28

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 284198

JEMMA ADV PART 2A (2026-07-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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