Jones & Associates Premier Financial Solutions
Jones & Associates Premier Financial Solutions provides asset management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning and consulting services, covering topics like wills, estate planning, investments, taxes, and insurance. Jones & Associates also provides services to retirement plans, acting as an advisor to plan sponsors.
Fee Structure
Jones & Associates offers investment management services where they manage your investments for a fee based on a percentage of the value of your portfolio, not exceeding 1% annually. The fee is negotiable and billed quarterly.
Jones & Associates also works with Gradient Investments, LLC, to offer actively managed portfolios. The fee for these services is 1.50% annually for Strategic & Tactical, Allocation & Defined Outcome, and Private Wealth Portfolios, and 1.00% annually for Preservation Portfolios. Jones & Associates receives a portion of this fee.
For Client Directed Accounts, there is a $300 annual fee charged by Gradient Investments.