Assets Under Management
$2.1B
Number of Clients
5,476
Number of Advisors
26
Average Client AUM
$385K
AUM per Advisor
$81.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
JB Capital offers asset management with ongoing supervision, and financial planning services creating written plans. They may recommend third-party money managers, receiving a portion of their fees. Joel Johnson has an ownership interest in EQIS, creating a conflict of interest.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Amounts over $5 million are negotiable.
100 Great Meadow Road, Suite 502, Wethersfield, CT, 06109