Jon Bos Financial Advisor LLC (JBFA) provides ongoing portfolio management services tailored to individual client goals and risk tolerance. JBFA also offers consulting services to pension and employee benefit plans. JBFA primarily recommends diversified equity mutual funds, but may use other securities to diversify portfolios. JBFA does not participate in wrap fee programs.
Assets Under Management$41M
Clients430
Advisors1
Avg. per Client$96K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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