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Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides manager selection and advisory referral services and limited financial consulting to a client base that includes high-net-worth individuals, trusts, retirement plans, and other institutional or business entities. Rather than offering direct portfolio management to retail individual clients, the firm refers clients to independent registered investment advisers and facilitates the referral and onboarding process.
When working with clients, the firm evaluates investment objectives, risk tolerance, account size, and time horizon to identify independent advisers whose philosophies and strategies are a fit, and it offers periodic consultation and administrative support after a referral. The firm does not control the day-to-day management of referred accounts and directs clients to review the selected adviser’s disclosure materials for details on strategy, brokerage, and reporting.
Distinctive features relative to many peers are that the firm reports no assets under management and does not provide discretionary portfolio management itself, instead principally operating as a solicitor and limited-scope consultant. The firm’s leadership has a background as a partner in a regional public accounting practice, which informs its consulting work and manager-selection focus, and it discloses that it receives referral compensation from recommended advisers.
Client services
Fee options
0.10% to 0.75% (advisory fees billed directly to clients by JCM based on assets under consultation)
$95 to $700 per hour for consulting and administrative services
Account minimum: $100,000 (generally required to establish accounts with the IRIAs, may be waived in special circumstances) Fee-only: Advisory fees generally range from 0.10% to 0.75% based on assets under consultation
Main office
Henderson NV
Advisors at this office
1
Most active in
Nevada
Also doing business as
Bolar, Hirsch & Jennings Advisors LLC · Jennings Capital Management LLC · None
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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