J Beaver Investment Advisors provides financial planning and investment advice on a fee-for-service basis. Advice covers asset allocation, investment selection, retirement planning, college funding, and employee benefits analysis. Clients engage JBIA on a pay-as-you-go basis, with services tailored to their needs. Investment management services often involve investment modeling with advisor discretion, actively managed according to client goals and risk tolerance. Clients can also choose less active, long-term buy-and-hold strategies.
Fee Structure
JBIA charges fees quarterly based on the value of your investments. The annual percentage will not exceed 2.00% and is negotiable. Clients can have fees deducted from their accounts or pay by check. There are no refunds once services are rendered, but prepaid fees will be returned on a prorated basis if the agreement is terminated.