Jones Fiduciary Wealth Management provides financial planning and investment management services to individuals, high net worth individuals, families, trusts, estates, businesses, and charities. They create financial plans, manage investments on a discretionary basis, and offer hourly consulting services. Investment decisions are based on a client's risk profile and time horizon. They also invest in private real estate funds.
Assets Under Management$84M
Clients56
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$84M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are not to exceed 1.5% annually and may be customized on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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