JB Financial Services offers ongoing investment management services, actively managing client portfolios based on their individual needs, goals, and risk tolerance. JB Financial Services uses a top-down approach, first determining asset allocation (stocks, bonds, and cash) and then allocating within each asset class. Investments are primarily made through Exchange Traded Funds and index mutual funds to achieve diversification and cost efficiency.
Assets Under Management$37M
Clients71
Advisors1
Avg. per Client$520K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $2.5M | 0.75% |
| $2.5M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.55% |
The actual fee charged to each client is negotiable based on factors such as the client’s financial situation and circumstances, the amount of assets under management, and the complexity of the services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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