Jake Carris Financial Planning (JCFP) manages investment portfolios and provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. JCFP also offers comprehensive financial planning with ongoing access to a planner for a quarterly fee. JCFP also provides ERISA plan services to qualified and non-qualified retirement plans.
Assets Under Management$110M
Clients115
Advisors1
Avg. per Client$950K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...