Jack Point Advisors provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Jack Point Advisors creates equity and bond portfolios for clients based on their investment goals, time horizon, tax situation, and risk tolerance. If requested, Jack Point Advisors will provide standalone financial planning and consulting services.
Assets Under Management$35M
Clients7
Advisors1
Avg. per Client$5M
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for portfolio management services will not exceed 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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