Jupiter Asset Management Us LLC

CRD#310918
Investment Advisor Firm

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Overview

Jupiter Asset Management Us LLC operates as a financial advisor firm located in Denver, Colorado. Jupiter Asset Management Us LLC controls $19.6 million in assets throughout three customer accounts. Jupiter Asset Management Us LLC has a small group, including 2 financial advisors. Jupiter Asset Management Us LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as bonds, equities and options.

Jupiter Asset Management Us LLC manages all of the company's accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction choices without needing to seek client approval. The advisory firm administers an average of $6.5 million in assets for every client account. An average financial advisor at Jupiter Asset Management Us LLC manages around two client accounts, making it one of the most personalized advisor firms in the country.

Jupiter Asset Management Us LLC's main office is at 1756 Platte Street, Denver, Colorado 80202. It is permitted to provide services to investors throughout 2 states, including Colorado and New York.

Assets Under Management

$19.6 million

Number of Advisors

2

Disclosures

No

Office Location

1756 Platte Street
Denver, CO 80202

Jupiter Asset Management Us LLC by the Numbers

Total Assets Under Management

$19.6 million

National Average: $8.6 billion
Total Number of Employees

21

National Average: 64
Total Number of Accounts

3

National Average: 375,227
Average Account Size

$6.5 million

National Average: $23.0 thousand
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Products and Services

Jupiter Asset Management Us LLC offers multiple financial services, which can include portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The firm is not engaged in selling products or offering services other than investment advice to its investment advisory accounts. It also has a number of financial industry affiliations, including with a commodity pool advisor.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

A financial advisor's fees largely depend on which services the firm provides the client. However, fee types billed by Jupiter Asset Management Us LLC most likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.

Available

  • Offered by 69% of firms

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

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    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

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    Subscription

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    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

Jupiter Asset Management Us LLC caters to pooled investment vehicles. Out of its three clients, Jupiter Asset Management Us LLC's biggest client group by number of accounts is pooled investment vehicles. None of the firm's clients are from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Jupiter Asset Management Us LLC does not have any disclosures.

Please visit its Form ADV for more details.

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