Vearle Jones is a PFS-designated registered investment advisor at Vm Jones Financial Consulting, L.L.C., based in Gilbert, AZ, with 13 years of industry experience. Vearle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 44 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.10% |
| $200K - $500K | 0.95% |
| $500K - $2.0M | 0.85% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
1772 E Boston St, Suite 103, Gilbert, AZ, 85295
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Vearle operates VM Jones Financial Consulting LLC, is a CPA providing tax preparation and accounting services, and owns RIMU Enterprises LLC, which owns the building leased to his financial consulting business.
Employment History
Current Registrations
Vm Jones Financial Consulting, L.L.C.
State Registrations2 states
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