Jane Financial offers ongoing comprehensive financial planning, which includes a detailed financial plan, investment monitoring for assets held away, and investment advisory services through third-party managers like GeoWealth. Financial planning covers areas like cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax planning. Clients work one-on-one with a planner and receive a written or electronic report. One-time financial planning engagements are also available.
Fee Structure
Jane Financial provides investment advice through third-party money managers. The fees for the outside manager are included in Jane Financial's fixed annual fee for comprehensive financial planning and investment advisory services. Clients using GeoWealth's Customized Index Portfolio pay an additional 0.20% of assets annually, paid directly to GeoWealth. Legacy clients may pay separately for these fees.
