J Bradin Financial (JBF) provides financial planning and investment management services. Financial planning covers estate, tax, and retirement planning. Investment management is tailored to individual goals and risk tolerance, with discretionary authority required. JBF may recommend third-party managers. Seminars and workshops are offered at no cost, with potential referral fees from estate planning platform clients.
Assets Under Management$6.1M
Clients21
Advisors1
Avg. per Client$290K
Avg. per Advisor$6.1M
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Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
All asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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