JMB Financial Managers offers financial planning and consulting services to individuals, trusts, estates, charitable organizations, and businesses. Financial planning involves a comprehensive review of a client's financial situation to predict future cash flows and asset values. Consulting services provide advice on specific areas of concern, such as estate planning or retirement planning. JMB does not manage investments.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
- Financial planning services are offered on an hourly or fixed fee basis.
- Hourly rates range from $250 to $500 per hour.
- Fixed fees range from $1,000 to $10,000, depending on the complexity of the plan or project.
One-Time Plan:$1,000 - $10,000
Hourly Rate:$250 - $500/hr
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