BBJS Financial Advisors is a fee-only firm that provides investment management and financial planning services. BBJS creates customized investment portfolios based on a client's risk tolerance and financial goals. BBJS also offers financial planning services, ranging from basic insurance reviews to comprehensive financial plans with retirement income analysis. BBJS is legally required to act in your best interest.
Assets Under Management$290M
Clients85
Advisors2
Avg. per Client$3.4M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Asset management fees may be waived on a case-by-case basis for smaller accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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