Jardine Financial Group provides personalized asset management services to help clients build and preserve their wealth. Founded in 2015 and based in Richardson, Texas, the firm is led by Greg Jardine. Jardine Financial Group supervises custodial accounts on an ongoing basis, investing across mutual funds, exchange-traded funds, and individual securities. The firm uses a combination of quantitative and qualitative analysis, along with modern portfolio theory, to guide its investment strategies. Jardine Financial Group tailors its services to meet individual client investment objectives and risk tolerances while allowing clients to place reasonable restrictions on their holdings.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
A flat fee may be negotiated as long as the total fee does not exceed the standard schedule. Fees are negotiable on a case-by-case basis.