Firm
JMN Investment Management
Palm Beach Gardnes, Florida
Fee-only
JMN Investment Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 10 individual clients, 7 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 10 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Palm Beach Gardnes, Florida |
|---|---|
| Website | jmninvestment.com |
| Phone | (561) 247-7904 |
JMN Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.4% to 0.7% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our accounts average annual fee ranges from 40-70 bps." source
"Our accounts average annual fee ranges from 40-70 bps." source
"Financial Planning is FREE; we earn fees on assets under management. Our accounts average annual fee ranges from 40-70 bps." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $16 million |
| Individual clients | 3 |
| High-net-worth clients | 7 |
| Accounts managed | 10 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 158357 |