Assets Under Management
$2.0B
Number of Clients
32,545
Number of Advisors
58
Average Client AUM
$61K
AUM per Advisor
$34.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
John Hancock Personal Financial Services (JHPFS) provides discretionary investment management services through the John Hancock Personalized Retirement Advice service. This service is offered to participants in retirement plans for which John Hancock Retirement Plan Services is the recordkeeper. Investment strategies are long term and based on personalized information.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
200 Berkeley Street, Boston, MA, 02116