Jade & Cowry, operating as Pavlov Financial Planning, provides ongoing financial planning and investment advice. They help clients with retirement, tax, education, debt management, investments, insurance, and estate planning. They also monitor budgets, investment performance, and the progress of action steps. Jade & Cowry specializes in cross-border financial planning and equity compensation for tech professionals.
Assets Under Management$48M
Clients42
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Investment advisory services and portfolio management are included as part of Jade & Cowry's ongoing financial planning program. They do not charge separately for investment management. For clients in Washington state only, the fee is 1.25% of the value of your portfolio.
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