Rex Leigh Jones offers investment advice tailored to each client's needs, considering their risk tolerance, investment goals, and diversification preferences. Rex Leigh Jones focuses on mutual funds, ETFs, individual stocks, and bonds. The client must approve all investment decisions.
Assets Under Management$40M
Clients116
Advisors1
Avg. per Client$340K
Avg. per Advisor$40M
Fee Structure
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% |
Fees may be negotiated for qualified clients and family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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