CBJB Inc. offers ongoing portfolio management services based on your individual goals, risk tolerance, and time horizon. CBJB creates a plan to help select a portfolio that matches your specific situation. CBJB may use model allocations together with a specific set of recommendations for each client based on their personal restrictions, needs, and targets. CBJB generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable.