Jennings Financial Planning (JFP) provides investment management and financial planning services. JFP works with clients to understand their financial situation, goals, and risk tolerance. JFP manages investment portfolios using exchange-traded funds (ETFs) and mutual funds, and may use model portfolios. JFP also offers financial planning consultations on a case-by-case basis, covering areas like tax planning, retirement planning, and insurance analysis. JFP may recommend a third-party investment advisor to manage a portion of a client's portfolio.
Assets Under Management$38M
Clients18
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $4.0M | 0.50% |
| $4M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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