Juno Financial Group offers personalized wealth advisory services and financial planning to individuals, high net worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and foundations. Juno typically manages investments with the authority to make trades without asking first, but may consider managing accounts where they need to ask first in certain situations. Juno begins with a review of your financial situation to develop a tailored investment strategy. Juno may use model portfolios but can adjust them to fit your needs. Juno may utilize third-party managers to provide separately managed accounts.
Assets Under Management$540M
Clients321
Advisors5
Avg. per Client$1.7M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.15% |
Clients with assets at or above $10 million may negotiate a fixed fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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