JOS Planning Firm provides financial planning and investment management services. For investment management, JOS uses third-party investment managers, helping clients select appropriate asset allocations and monitoring the managers. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. JOS also offers financial coaching services and educational seminars.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.5M | 0.80% |
| $3.5M+ | 0.65% |
The above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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