JDN Financial offers portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. JDN also offers financial planning, including investment, retirement, insurance, tax, college, and cash flow planning. JDN does not use model portfolios, but rather a specific set of recommendations for each client.
Assets Under Management$1.1M
Clients6
Advisors1
Avg. per Client$190K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | 2.00% |
| $20K - $40K | 1.75% |
| $40K - $60K | 1.50% |
| $60K - $80K | 1.25% |
| $80K+ | 1.00% |
Fees are negotiable. Qualified investors may be charged an asset based management fee of 2.00% on all assets under management and a performance based fee of 20% of net profits above a mutually agreed upon high water mark set quarterly and reset annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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