John Schooler Jones LLC offers financial planning and investment management services. JSJ LLC works with clients to understand their needs and goals, then creates a tailored plan. For investment management, JSJ LLC relies on Focus Partners Advisor Solutions and Manning & Napier, two third-party asset management companies. Focus Partners provides static asset allocation, while Manning & Napier provides active asset management. Clients may place restrictions on the types of investments recommended.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on the amount of assets being managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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