Josh Arnold Investment Consultant, LLC (JAIC) provides financial planning and investment management services. JAIC offers both discretionary and non-discretionary asset management. Financial planning services include reviews of wills, estate plans, investments, taxes, and insurance. JAIC does not sell annuities or insurance products. Clients engage other professionals like lawyers and accountants directly.
Assets Under Management$140M
Clients256
Advisors2
Avg. per Client$560K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.50% |
| $150K - $1.0M | 2.00% |
| $1M+ | 1.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee. If margin is utilized, the fees will be billed based on the gross asset value of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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