JLB & Associates manages investment portfolios for individuals and employee benefit plans, investing in common stocks, bonds, or a combination. JLB uses fundamental analysis to select investments, focusing on high-quality, well-managed companies. Portfolios are diversified across various economic sectors and industries. The firm does not charge performance-based fees and aims to act in clients' best interests.
Assets Under Management$850M
Clients304
Advisors3
Avg. per Client$2.8M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Fee schedule is not negotiable, other than for aggregating related assets for billing purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...