Jones & Associates Premier Financial Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$196,560,708
Total clients
509
8% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
255
Average account size
$386,170
Client services
Fee options
Fixed fees for financial planning services up to $2,500 depending on complexity and client needs.
$0+: Up to 1.00% annually (negotiable) for discretionary asset management services $0+: Up to 1.50% annually for Co-Advisor services (Gradient Investments, LLC) with JA receiving 1.00% and GI 0.50% for Strategic, Tactical, Allocation & Defined Outcome Portfolios $0+: Up to 1.00% annually for Preservation Portfolios (Co-Advisor) with JA receiving 0.60% and GI 0.40% $0+: $300 flat fee annually for Client Directed Accounts (GI), no fee charged by JA
$300 per hour for financial planning services.
Fee-only: Fixed fees for financial planning up to $2,500; hourly fees at $300/hour.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Jones & Associates Premier Financial Solutions
260 N 3 Rd Street
Jacksonville OR 97530, United States
Number of offices
2
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