JC Financial Planning & Investments provides investment management and financial planning services. Investment management includes creating portfolios with stocks, bonds, and other assets, rebalancing them as needed. Financial planning involves analyzing a client's financial situation and creating a written plan to achieve their goals. Financial consulting services focus on monitoring and providing recommendations on assets not actively managed by the firm.
Fee Structure
JC Financial Planning & Investments offers portfolio management services where the annual fee will not exceed 1% of the value of your account. The fee is calculated quarterly. A fixed retainer fee may also be negotiated, but will not exceed 1% of the managed assets. For financial consulting services, the annual fee will not exceed 0.9% of the value of the advised accounts, billed quarterly.