Jlb & Associates INC
Assets Under Management
$848.4M
Number of Clients
304
Number of Advisors
3
Avg. Portfolio per Client
$2.8M
Avg. Managed per Advisor
$282.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
JLB & Associates manages investment portfolios for individuals and employee benefit plans, investing in stocks, bonds, or a combination. JLB uses fundamental analysis to select investments, focusing on high-quality, well-managed companies. The firm constructs diversified portfolios and manages fixed income portfolios based on interest rate projections.
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
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Areas of Practice
Investment Management
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Location
44670 Ann Arbor Rd, Ste 190, Plymouth, MI, 48170-4088