Jericho Financial offers financial planning services tailored to individuals' needs, taking a comprehensive approach to understand their unique goals and challenges. They provide written analyses and recommendations covering investment, tax, retirement, estate, charitable, and education planning, among other areas. Jericho also offers pension consulting services to employer plan sponsors, assisting in establishing, monitoring, and reviewing company retirement plans.
Assets Under Management$220M
Clients396
Advisors3
Avg. per Client$560K
Avg. per Advisor$73M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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