JCO Advisors provides ongoing financial planning, investment management, limited-scope project planning, retirement plan consulting, and educational seminars. Financial planning covers goal setting, cash flow, tax, healthcare, estate, and retirement planning. Investment management involves creating tailored portfolios based on client goals and risk tolerance. JCO Advisors also offers business consulting services.
Assets Under Management$3.3M
Clients6
Advisors1
Avg. per Client$560K
Avg. per Advisor$3.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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