FNJ 3 is an independent registered investment advisor based in Alexandria, Virginia, founded and wholly owned by Freeman N. Jelks III. The firm provides portfolio management, asset allocation, budgeting, insurance analysis, income tax planning, retirement planning, pension consulting, and estate planning. FNJ 3 focuses on a long-term, buy-and-hold investment strategy, avoiding short-term market timing and frequent trading. The firm tailors its services to individual client needs and accommodates specific investment restrictions. Services are offered to individuals, pension plans, charitable organizations, and small businesses with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally 1% per year, billed quarterly in advance, and are negotiable.