VM Jones Financial Consulting (VMJFC) provides investment advice and financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. VMJFC creates customized portfolios based on your financial situation, goals, and risk tolerance. Services include retirement planning, business succession planning, asset allocation, estate planning, and tax and cash flow analysis. VMJFC manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$48M
Clients44
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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