The Jenkins Group provides financial planning and investment management services. Planning services cover asset allocation, trust and estate planning, tax planning, retirement planning, and more. Investment management is offered on both discretionary and non-discretionary bases. The firm also provides advisory services through programs sponsored by LPL Financial. The firm works with individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other business entities.
Fee Structure
The Jenkins Group charges a base fee of 1.05% of your portfolio per year for investment management. This is in addition to any program fees charged by LPL Financial if you participate in one of their sponsored advisory programs. This base fee is negotiable and may be reduced based on your individual circumstances, and the scope, size, and complexity of the account.