JPL Asset Management Planning provides advisory and financial planning services to individuals, trusts, and 401(k) participants. The firm uses asset allocation models to invest client assets in diversified portfolios of mutual funds, ETFs, stocks, and bonds. Financial planning is used to help clients set goals and for JPL to understand the client's situation better to make appropriate investment recommendations. Accounts are monitored on an ongoing basis.
Assets Under Management$89M
Clients360
Advisors3
Avg. per Client$250K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are negotiable. Factors affecting the fee include account size, types of assets, previous fees paid, and qualified vs. non-qualified account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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