Jardine Financial Group is a registered investment advisory firm that manages client accounts to help them build and preserve wealth. They offer investment opportunities in mutual funds, exchange-traded funds (ETFs), and individual securities. Jardine Financial Group works with individuals and high-net-worth individuals, tailoring investment plans to their financial situation, risk tolerance, and investment objectives.
Assets Under Management$75M
Clients71
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
A flat fee may also be negotiated as long as the total fee does not exceed the 1.0% fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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