JCB Financial offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. JCB creates investment portfolios using exchange-traded funds, individual stocks, bonds, and mutual funds. Financial planning covers areas like education, tax, retirement, estate, and insurance. Clients can also receive consulting services on specific financial topics.
Assets Under Management$73M
Clients67
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.20% |
There is a $500,000 minimum account size, but this may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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