Jobes Solo Investment Group offers investment advisory services, including discretionary and non-discretionary management. They also provide financial planning and consulting services on a stand-alone basis, covering investment and non-investment related matters like estate and insurance planning. The firm may recommend other professionals for implementation purposes, but clients retain full discretion over these decisions. Jobes Solo Investment Group may use various investment strategies, including long-term and short-term purchases, trading, short sales, margin transactions, and options.
Assets Under Management$140M
Clients114
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. Certain clients may be subject to a legacy fee schedule of 1.00% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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