JB Capital offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, creating written plans covering various financial topics. JB Capital may recommend third-party money managers to manage client accounts. JB Capital is owned by Financial Retirement Solutions, LLC and together conduct business as “Johnson Brunetti”.
Assets Under Management$2.8B
Clients6,044
Advisors27
Avg. per Client$460K
Avg. per Advisor$100M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Amounts over $5 million are negotiable. For accounts held directly at American Funds, the annual rate is 0.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
27 Advisors at this firm
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