Jones & Co. Wealth Advisory is an independent investment advisory firm that develops and manages custom investment portfolios for individuals, families, and institutions. Jones & Co. uses a goal-oriented approach to match clients' comfort levels and understanding of investments. The firm primarily uses value investing strategies, but also offers fixed-income, high-dividend, defensive, and growth allocations. Jones & Co. is compensated solely by fees calculated as a percentage of assets under management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K+ | 1.00% |
Fees are negotiable. The schedule shown is for Value, High Dividend, Defensive, and Growth strategies. Fixed Income strategy has a flat rate of 0.75% on all amounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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