JBP Financial LLC manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, which include a comprehensive evaluation of a client’s current and future financial state. The firm helps clients with cash flow and debt management, college savings, estate planning, financial goals, insurance, investment analysis, retirement planning, and risk management.
Assets Under Management$20M
Clients53
Advisors1
Avg. per Client$380K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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