Joel Busboom Financial, LLC (JBF) offers investment management services tailored to individual client needs. JBF helps clients establish investment policies, create asset allocation targets, and manage portfolios. JBF also offers project-based financial planning on topics like retirement, college savings, and debt management. For ongoing needs, JBF provides comprehensive financial planning services with regular monitoring and updates. JBF also offers the use of Third Party Managers for portfolio management services.
Assets Under Management$12M
Clients12
Advisors1
Avg. per Client$990K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$80K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable. The fee schedule includes the TAMP's fee if a Third Party Manager is used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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