JBY Financial Planning offers investment management, financial planning, educational seminars, and tax preparation services. JBY develops personalized investment plans based on client goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. JBY may recommend outside managers.
Assets Under Management$370K
Clients10
Advisors1
Avg. per Client$37K
Avg. per Advisor$370K
www.facebook.com/jbyfinancialplanning ·www.linkedin.com/company/jby-financial-planning ·www.jbyfinancialplanning.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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