Victor Jones CPA, P.C. provides personal financial planning services, including tax and accounting advice. They develop and review financial plans, integrate tax planning, evaluate estate and gift tax strategies, review investment strategies, and analyze budgets. They also offer portfolio management services on a non-discretionary basis, meaning you have to approve each transaction. Additionally, they provide pension plan services and educational seminars.
Assets Under Management$2.5M
Clients14
Advisors1
Avg. per Client$180K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...