Jones Financial Consulting provides comprehensive and limited scope financial planning, estate planning, tax planning, education planning, retirement planning, asset management, and insurance planning. Jones Financial tailors its services to individual needs, gathering financial information to create customized plans. Asset management is available to financial planning clients, with portfolios customized based on their financial situation and risk tolerance. Jones Financial manages accounts on a discretionary basis, primarily using mutual funds and ETFs.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |