Colorado Street Bridge
Company Profile: Fee Schedule
Gamble Jones Investment Counsel

301 East Colorado Blvd.
Suite 802
Pasadena, CA 91101

phone:
fax:		   626.795.7583
  626.795.7689

download our brochure
Annual Fee Schedule

Fees are based on the valuation of a client’s portfolio at the end of each calendar quarter. Statements are prepared for services rendered using our fee schedule.

Some portion of investment counsel fees may be tax deductible. We encourage clients to discuss this possibility with their tax advisor.

Our relationship with our clients continues only as long as it is mutually desirable. In the event a relationship is terminated, fees are prorated to the date of termination.

 

  • Managing over $1 billion in assets
  • Over 600 family relationships representing multi-generations
  • Seasoned Portfolio Managers with over 275 years of combined investment experience
  • Family office structure including portfolio management and wealth management
  • Privately owned by principals of Gamble Jones Investment Counsel
FEE SCHEDULE
  Asset under management

0 to $2,000,000
Fee

1%
  $2,000,001 to $4,000,000
.85%
  Over $4,000,000
.70%
  Minimum Annual Fee per Account
$5,000
 
Fees listed above represent our maximum fee schedule. Lower fees may be established for portfolios or accounts over $5,000,000. Our fee is due at the time of billing.