Jantorno Financial Advisors offers personalized financial planning and investment advice to individuals, trusts, estates, and charitable organizations. Jantorno Financial Advisors helps clients develop a strategy to manage their income, assets, and debts to meet their financial goals. Jantorno Financial Advisors provides initial asset allocation advice, without continuous monitoring and reallocation, but provides investment advice on an intermittent or periodic basis.
Fee Structure
Jantorno Financial Advisors provides annual reviews and financial planning updates billed at an hourly rate. For clients who engage Jantorno Financial Advisors to perform quarterly reviews, portfolio evaluations, and rebalancing, Jantorno Financial Advisors charges an annualized fixed fee that generally ranges between $5,000 and $16,000. The actual fees charged will be agreed upon on a case-by-case basis depending on the client's financial situation and the complexity of the portfolio to be managed.
Jantorno Financial Advisors provides financial planning services at an hourly rate of $250. The total cost for the initial plan is estimated once Jantorno Financial Advisors has gathered all the necessary data to complete the plan.