R.T. Jones Capital Equities Management provides investment management services to individuals, corporate pension and retirement plans, trusts, and endowments. R.T. Jones manages client accounts using its Artesys investment models, which invest in mutual funds and exchange-traded funds. These models are divided into Offensive and Defensive approaches, seeking to maximize returns or minimize risks depending on market conditions. R.T. Jones primarily serves retirement and pension plan participants with plans administered through OneAmerica Retirement Services and individual and retirement plan accounts held through Axos Advisor Services.
Fee Structure
R.T. Jones manages investments for clients through Axos and OneAmerica.
For accounts held through Axos, the annual management fees are:
- First $500,000 — 1.00%
- $500,000.01 - $1,500,000 — 0.90%
- $1,500,000.01 - $2,500,000 — 0.85%
- $2,500,000.01 - $3,500,000 — 0.80%
- Over $3,500,000 — 0.75%
For retirement plans administered through OneAmerica, the annual fees are:
- Standard — 0.60%
- QDIA — 0.50%
- Serving as a 3(38) Manager — 0.40%
- Serving as a 3(38) Manager and Artesys appointed as QDIA — 0.30%