JDN Financial offers ongoing investment management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Rather than using pre-packaged model portfolios, JDN Financial creates individualized recommendations and an Investment Policy Statement for every client. The firm can advise on a wide range of investments, including mutual funds, stocks, bonds, exchange-traded funds, real estate investment trusts, insurance products, and private placements. In addition to standard portfolio management, JDN Financial offers financial planning covering retirement, taxes, insurance, college savings, and cash flow analysis. JDN Financial also works with qualified high-net-worth investors, offering alternative fee arrangements that include performance-based fees. The firm operates independently with no account minimums.
Fee Structure
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 alternatively be charged a flat 2.00% asset management fee plus a 20% performance fee on net profits above a high-water mark.