Jabez Financial offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Jabez Financial may recommend unaffiliated third-party advisors to manage client assets. The firm generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$14M
Clients117
Advisors2
Avg. per Client$120K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable. If a third-party advisor is used, the total annual fee is 1.25%, including the third-party advisor's fee of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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