Jones Wealth Advisors provides ongoing investment advice and management for client portfolios. They meet with clients to understand their goals and create a written investment policy. Financial planning services are offered on a comprehensive or modular basis. Investment consulting services are also available for clients who prefer to manage their own accounts.
Assets Under Management$75M
Clients20
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$75M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is up to 1% per year and is based on the complexity of the client’s situation, frequency of meetings, the amount of total household assets and the types of assets held.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...