Thomas Jones Financial is a registered investment advisor that provides investment management and financial planning services. Thomas Jones Financial manages client accounts held at brokerage firms. The firm offers a complimentary first meeting to discuss services, fees, and client goals.
Assets Under Management$37M
Clients91
Advisors1
Avg. per Client$410K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 0.45% |
| $200K - $400K | 0.41% |
| $400K - $600K | 0.37% |
| $600K - $800K | 0.33% |
| $800K - $1000K | 0.29% |
| $1M+ | 0.25% |
Fee schedule applies to accounts held at Charles Schwab and Altruist Financial. For accounts held at Betterment Advisor Solutions, the annual fee is 0.36%, plus a 0.20% platform fee charged by Betterment.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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