Services
Who is a typical Jones Financial Partners client?
Our typical client is someone age 30 plus that realizes that money is a tool to help them achieve their goals, not THE goal.
In addition, you are likely a good fit if you:
Prefer to delegate to a professional so you can go out and enjoy retirement
Want to know your family will be well taken care of
You focus more on your goals and how to achieve them rather than trying to beat the stock market
Prestige Wealth Management
- Comprehensive Financial Planning
- Planning for retirement
- Retirement Income Planning
- Social Security timing
- Insurance Review
- Estate Planning
- Multiple Performance Reviews per year
- Periodic Beneficiary Review
- Retirement Plan Updates
- Protect against excessive withdrawals
- Annual Tax Review. Discuss w/CPA
- Education Funding Strategies
- Participate in CPA/Attorney Meetings
- Social Security Enrollment
- Medicare/Supplement Enrollment
- RMD Analysis
- Monthly Market Updates
- On-going review of your Financial Plan
- Review Tax Return for possible savings
- Monthly Money Tips - Podcast
- Notary & Medallion Signature Guarantee
Premium Plus Wealth Management
- Comprehensive Financial Planning
- Planning for retirement
- Retirement Income Planning
- Social Security timing
- Insurance Review
- Estate Planning
- Periodic Performance Review
- Periodic Beneficiary Review
- Adviceworks Client Portal Training
- RMD Analysis
- Social Security Enrollment
- Medicare/Supplement Enrollment
- Monthly Market Updates
- Periodic review of your Financial Plan
- Review Tax Return for possible savings
- Monthly Money Tips - Podcast
- Notary & Medallion Signature Guarantee
Premium Wealth Management
- Modular Financial Planning
- Budget Review
- Savings Plan Development
- Insurance Review
- Budget Review
- Year-end Contribution reminders
- Risk Assessment
- Financial Coaching Services
- Monthly Market Updates
- Monthly Money Tips - Podcast
Interactions
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- 2 Initial Complimentary Meetings
- 2-4 Pre-Scheduled Portfolio & Planning Review Meetings
- Unlimited Telephone & Email Conversations
Service Levels & Compensations
Option #1: Investment Management & Financial Planning
Advisory Fee Schedule
- $250,000 to $500,000 = 1.25%
- $501,000 to $1,000,000 = 1.00%
- $1,000,001 to $2,000,000 = 0.75%
- $2,000,001 to $5,000,000 = 0.65
- Over $5,000,000 = 0.50%
Option #2
- Choose any two Financial Planning Services above for $1,500
- Unlimited Financial Planning Services for $2,500 or $208/month
Advisory services offered through Jones Financial Partners. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Advisor Networks LLC Advisory Services Agreement and disclosure brochure as provided.
Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12b-1) for mutual fund transactions. Please refer to the ADV 2A and Advisory Account Agreement for full list of fees.
Getting Started
All of our services start with a complimentary consultation.