Jones Capital Advisors offers investment management to individuals, retirement plans, trusts, and other entities. They invest in stocks, bonds, mutual funds, exchange traded funds, and other investments. Jones Capital Advisors also provides financial planning services, which may include retirement planning, cash flow analysis, estate planning, and tax planning. Brian Jones, the founder, may also sell insurance products and receive commissions.
Assets Under Management$19M
Clients25
Advisors1
Avg. per Client$750K
Avg. per Advisor$19M
Fee Structure
Jones Capital Advisors charges a percentage of the value of your portfolio. The exact percentage depends on how much you have invested:
- Up to $500,000: between 1.25% and 1.75% per year
- Over $500,000 but less than $2 million: between 1.00% and 1.50% per year
- Over $2 million: between 0.75% and 1.25% per year
The fee is charged quarterly, based on the value of your portfolio on the first business day of the quarter. All fees are negotiable.
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