Financial Planning Services

Option 1

Financial
Review

Best for understanding your current personal financial situation

  • Financial plan creation – compile your pertinent financial information into a professional financial report
  • Tax Return Analysis – review your tax return for understanding of your tax strategy with goal to generally improve tax strategy

Includes 1 meeting with your financial advisor. All implementation is self‐directed.

One‐time investment: 500.00 single – 750.00 couple

Option 2

Personalized Financial Strategy

Best for a high level analysis of a specific planning priority

  • Extensive review of one area of your financial life
  • Examples include one of the following:
    • Retirement planning – Estate planning
    • Tax planning – Cash Flow management
    • Investment Analysis – Risk management

Includes 2 meeting with your financial advisor. All implementation is self‐directed.

One‐time investment (range): 1,000.00 – 4,500.00

Option 3

Comprehensive
Financial Planning

Best for a high level analysis of multiple planning priorities

  • Continuous access to your financial advisor
  • Analysis and implementation of multiple financial planning priorities
  • Focus on connecting your goals and values with your money

Includes 4‐5 in person meetings, unlimited virtual meetings, phone calls, and email, with financial advisor. Implementation assistance from the advisor.

Annual investment (range): 5,000.00 – 7,500.00 year 1; & 3,000.00 – 4,500.00 year 2+

Investment Management Services

Investment management is not a stand‐alone service. All investment management clients must complete or be engaged in a financial planning service.

Investment Management Services:

  • Monitor Asset Location – Placing your assets that will be taxed highly in your IRAs while placing your lower‐taxed assets in your taxable accounts
  • Asset Allocation – Establish a globally diversified, low‐cost investment portfolio that is properly adjusted for risk
  • Identify, document, and be your advocate in reaching your money goals
  • Establish, monitor, and review your investment savings policy
  • Regular portfolio monitoring
  • Protect you from selling low, buying high

Schedule 1 (Available to all financial planning clients)

Account ValueTotal Annual Investment
$0 - $500,0000.85%
$500,001 - $1,000,0000.70%
$1,000,001 - $2,000,0000.60%
$2,000,001 and Above0.50%

Schedule 2 (Available to Comprehensive Financial Planning – Multiple Project Engagement clients)

Account ValueTotal Annual Investment
$0 and Above0.50%

JBC Wealth Advisors receives no commissions, referral fees, sales loads, or surrender charges. The only compensation we receive is what you pay. Building and maintaining your wealth is our only incentive.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any strategy will be successful. More information about fees and services is available here.