JHP Planning offers portfolio management based on individual client goals, using AssetMark for portfolio management services. They also provide pension consulting services, including investment objective identification and manager recommendations. Financial planning covers investment, insurance, tax, retirement, and estate planning. JHP may direct clients to third-party investment advisors, including AssetMark.
Assets Under Management$87M
Clients145
Advisors1
Avg. per Client$600K
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $750K | 1.05% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable. Clients also pay a separate platform fee to AssetMark. Pension consulting fees follow the same schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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