Jrm Investment Counsel. Fees & Minimum

Overview

Total Firm Assets: $649 million
Average High-Net-Worth Client Portfolio Size: $5.3 million

Fee Disclosure

Source: FORM ADV-PART 2A (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	0.75%
$1,000,001	$5,000,000	0.60%
$5,000,001	$20,000,000	0.50%
$20,000,001	$50,000,000	0.40%
$50,000,001	and above	0.30%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$7,500	0.75%
$5 million	$31,500	0.63%
$10 million	$56,500	0.56%
$50 million	$226,500	0.45%
$100 million	$376,500	0.38%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 43.78%
Number of High-Net-Worth Clients: 54
Total Client Accounts: 219
Discretionary Accounts: 219

Services Offered

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

Regulatory Filings

SEC CRD Number: 138004

FORM ADV-PART 2A (2026-03-31) (fee schedule source) · View brochure text

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

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