The Jones Stewardship Group specializes in financial planning and managing investment portfolios for individuals, high net worth individuals, businesses, charities, and small pension clients. Financial planning includes insurance, retirement, and estate planning. When managing portfolios, they consider your financial situation and risk tolerance to develop an appropriate investment strategy. They may also recommend other money managers specializing in alternative investments.
Fee Structure
If Jones Stewardship Group manages your money, the annual fee ranges from 1.5% to 2% of your account, depending on its size and complexity. This fee is negotiable and paid quarterly. If they help you select other money managers, those managers pay Jones Stewardship Group a portion of the fees you generate. You do not directly pay for this service.