Dean, Jacobson Financial Services (DJFS) offers asset management using model portfolios of mutual funds and ETFs, tailored to client needs. DJFS also provides financial planning services, including estate, retirement, and tax planning. DJFS uses LPL Financial as its primary broker-dealer and custodian. DJFS also offers retirement plan consulting services to employer plan sponsors.
Fee Structure
DJFS offers investment management services through LPL Financial's advisory programs. The annual fee will not exceed 1.60%. Fees are negotiable and billed quarterly in advance, based on the value of your account. DJFS uses LPL Financial's Strategic Wealth Management platform, which offers ETFs that do not charge transaction fees. Clients may incur transaction charges for trades executed in their accounts. DJFS also offers wrap fee programs where clients will not incur transaction costs for trades.