JHL Investment Firm offers non-discretionary asset management services, where clients approve each transaction. JHL also provides financial planning and consulting services to help clients identify goals, set a framework for success, and ensure accountability. Loc Tran, the owner, also works as an insurance agent, which presents a conflict of interest that is disclosed to clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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