Jones Financial Consulting, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$5.9M
Clients9
Advisors1
Avg. per Client$650K
Avg. per Advisor$5.9M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Jones Financial Consulting, LLC | TrueAdvisor