JSM Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JSM Investment Management is a registered investment adviser that provides discretionary and non-discretionary investment advisory and management services to individuals, trusts, private equity funds, corporations and retirement-plan fiduciaries. The firm offers portfolio monitoring, model or customized portfolios and coordinates with clients’ other advisors on estate and tax matters where appropriate.
The firm implements a predominantly passive global asset allocation using exchange-traded vehicles (primarily ETFs) while employing active management, alternative investments and options strategies as market conditions warrant; its trading methodology is described as a “systematic fundamental” approach that blends fundamental analysis with quantitative technical signals for timing. JSM offers multiple engagement types — including hourly advice, a subscription service for active traders (three-month minimum) and negotiated flat-fee managed or outsourced accounts — in addition to traditional AUM-based management.
Distinctive features for this type of firm include the explicit use of hourly and subscription advisory arrangements (statistically uncommon for investment-manager firms) and a business model that accepts outsourced mandates from attorneys, accountants or other advisors under negotiated flat fees. The firm also limits trading to exchange-traded instruments to emphasize liquidity and regulatory oversight and states an intention to register as a Commodity Trading Advisor to potentially incorporate futures strategies in the future.
Client services
Expertise
Fee options
Managed accounts charged quarterly flat fees based on asset tiers, ranging from $250-$2,000.
$0 - $250,000: N/A for managed accounts; hourly rate $250 for advice only; subscription $250/month $250,001 - $1,000,000: Managed accounts: $250-$500 quarterly flat fee; hourly rate $250; subscription $250-$500/month; options trading $100 $1,000,001 - $2,000,000: Managed accounts: $500-$1,000 quarterly flat fee; hourly rate $350; subscription $500; options trading $250 $2,000,001+: Managed accounts: $1,000-$2,000 quarterly flat fee; hourly rate $500; subscription $500; options trading $500
Hourly advisory fees range from $250 to $500 depending on asset level.
Account minimum: $100,000 for taxable accounts; no minimum for retirement accounts Fee-only: Hourly advice at $250-$500/hour depending on asset level; subscription fees $250-$500/month; managed account flat fees quarterly based on asset tiers.
Main office
Seminole FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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