MJB Financial Planning is a registered investment advisor based in Nebraska that offers comprehensive wealth management services, combining ongoing financial planning and investment management. MJB Financial Planning operates as a fee-only firm, meaning they do not sell financial products or earn commissions, and are legally required to act in their clients' best interests. The firm's wealth management approach covers cash flow priorities, goal planning, risk management, tax planning, investment planning, and estate planning, utilizing low-cost mutual funds and exchange-traded funds structured around Modern Portfolio Theory. MJB Financial Planning also offers a limited-scope financial planning service designed as an entry point for clients exploring an ongoing relationship. The firm primarily works with individuals and families and typically requires at least $1,000,000 in billable assets for new investment management relationships.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are not negotiable. Financial planning is included with the wealth management service.
