John Hancock Personal Financial Services (JHPFS) offers the Retirement Advice Service, a managed account program for participants in retirement plans for which John Hancock Retirement Plan Services is the recordkeeper. JHPFS creates a fund-specific portfolio based on your personal information and long-term investment strategies. The service can also provide forecasts and recommendations on retirement income, savings strategies, retirement age, and Social Security benefits. JHPFS does not provide a comprehensive financial plan or advice on other accounts or financial goals.
Assets Under Management$2B
Clients32,545
Advisors61
Avg. per Client$61K
Avg. per Advisor$32M
www.johnhancock.com/investing.html ·www.johnhancock.com/retirement.html ·digital.customer.johnhancock.com
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
For certain plans, the advisory fee shall be waived for the first ninety (90) days following enrollment in the Service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
61 Advisors at this firm
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