Jmac Financial Planning & Investment Services PLLC
Fee-Only (% of Portfolio)Fixed/Hourly
JMac Financial Planning & Investment Services offers financial planning and investment management. Financial planning includes insurance, college, retirement, estate, and tax planning. Investment advice is tailored to each client's goals, needs, and risk tolerance. Clients can request restrictions on specific investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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