JCO Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,346,250
Total clients
6
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$557,708
About
JCO Advisors LLC is a small, independent, fee-only investment adviser that works with individuals, families, and a range of organizational clients, including corporations, charitable organizations and foundations. The firm offers ongoing holistic financial planning, discretionary investment management, limited-scope project planning, retirement plan consulting, educational seminars, and business consulting.
The firm’s investment approach emphasizes disciplined asset allocation with a long-term viewpoint, generally using no-load mutual funds and ETFs and developing a personalized investment policy for each client. Financial planning is integrated with tax, estate, equity compensation and cash-flow considerations, and the adviser states a belief in market efficiency rather than stock-picking or market timing.
Noteworthy aspects include that the firm’s principal maintains a separate law practice (anticipated to occupy less than 20% of his time) and that the firm combines investment advisory services with business and retirement-plan consulting and public educational seminars. For a solo adviser with modest assets under management (about $3.3 million), serving corporate and organizational clients and offering M&A/business consulting and plan-level ERISA advisory is atypical among peers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Occupation focus
Attorney
Founder/Business Owner
Demographic focus
Established Professionals
Fee options
Fixed annual fees for ongoing holistic financial planning (first year $3,500 to $30,000; renewal $2,800 to $24,000); fixed fees for limited-scope project financial planning between $500 and $50,000
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.65% $5,000,001+: 0.40%
$350 per hour for limited-scope retirement plan consulting and business consulting services
Fee-only: Fixed annual fees for holistic financial planning ranging from $3,500 to $30,000 in the first year, $2,800 to $24,000 for renewal years; fixed fees for limited-scope project financial planning from $500 to $50,000; hourly fees of $350 per hour for some consulting services; educational seminars fees range from $0 to $50 per participant
Main office location
JCO Advisors LLC
Boise ID, United States
Number of offices
3
Most active in
JCO Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Idaho · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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