JCN Financial & Tax Advisory Group offers investment management on a wrap fee basis, where a single annual fee covers trade execution, custody, reporting, and investment management. They also provide standalone financial planning and consulting services for a negotiable fixed fee. JCN may recommend other professionals, but clients have the final decision. The firm does not recommend Bitcoin, cryptocurrencies, or digital assets.
Assets Under Management$120M
Clients258
Advisors2
Avg. per Client$470K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.20% |
| $1.0M - $1.5M | 2.10% |
| $1.5M - $2.0M | 2.00% |
| $2M+ | 1.90% |
Fees are negotiable and may vary based on factors such as the amount of assets, portfolio composition, and servicing needs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...