BROKERAGE AND INVESTMENT ADVISORY PROGRAM PRICING
J.P. Morgan Private Client Advisor pricing
When you open a full-service investment advisory or brokerage account with us, you get the benefit of personalized advice and guidance from your dedicated Private Client Advisor.
Review the types of investment accounts offered and learn about the charges associated with brokerage and advisory accounts.
Investment accounts tailored to your needs
Investment advisory account
Your dedicated Private Client Advisor will help you select one of our investment advisory programs—which include ongoing account management and monitoring—based on your investment needs, time horizon and risk tolerance. For these programs and services, you generally pay a fee based on the value of your account assets.
Brokerage account
Your dedicated Private Client Advisor will assist you with the purchase and sale of securities based on your financial needs. These accounts have a transaction-based cost structure. You retain final investment decision on all transactions in the account.
Investment advisory program fees
MAXIMUM ADVISORY FEE | MINIMUM INITIAL INVESTMENT |
|---|---|
J.P. MORGAN CORE ADVISORY PORTFOLIO (JPMCAP) | |
1.45% | $10,000
|
MUTUAL FUND ADVISORY PORTFOLIO (MFAP) | |
1.45% | $50,000
|
ADVISORY PROGRAM | |
1.45% | $50,000 Minimum investment depends on strategy selected |
FIXED INCOME ADVISORY PROGRAM (FIAP) | |
0.70% | $100,000 Minimum investment depends on strategy selected |
Brokerage account annual fees and commissions
Account Fees and Expenses
AVERAGE BROKERAGE ACCOUNT FEE
The $50 annual fee is waived if you satisfy any of the following:
- you are a Chase Private Client or
- you have $25,000+ in combined investment balances or
- you generate $50 in commissions during the calendar year
MUTUAL FUNDS
J.P. Morgan and third party funds are available and expenses vary by fund.
Commission Schedule for Brokerage accounts
STOCKS & EXCHANGE-TRADED FUNDS
1.00% of principal
STOCKS & EXCHANGE-TRADED FUNDS VIA CHASE.COM,
$0.00
Get started with Private Client Advisor today
Partner 1:1 with a dedicated J.P. Morgan Private Client Advisor in your local community who can help create a personalized financial strategy and build a custom investment portfolio.