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Juno Financial Group LLC

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Client assets under management

$307,122,837

Clients

305

28% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

61

Typical

Average account size

$1,006,960

About

Juno Financial Group LLC provides financial planning and investment advisory services to individuals, high‑net‑worth clients, retirement plans, corporations, trusts, estates, non‑profits, and foundations. The firm is a team of five advisors that manages approximately $542 million in discretionary assets and serves about 305 client relationships.

The firm’s process begins with a comprehensive review of a client’s financial position and investment objectives and typically implements tailored asset allocation through model portfolios, separately managed accounts and third‑party managers. Portfolios are constructed from individual equities, fixed income, mutual funds, and ETFs and may incorporate strategies such as direct indexing and tax‑loss harvesting; Juno generally manages accounts on a discretionary basis and conducts regular reviews.

Notable features disclosed in the brochure include the firm’s use of client testimonials in its advertising, a practice that is uncommon among comparable team firms, and an offering of subscription financial planning for clients with assets below its wealth‑management threshold. Juno also discloses its recommendation of Charles Schwab as custodian and the receipt of Schwab’s institutional services and support, which the firm identifies as a potential conflict of interest to be considered by clients.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Tax-loss harvesting Private / alternative investments

Fee options

Fixed

Flat fees for Retirement Plan Advisory Services generally range from $1,000 to $100,000 but are negotiable.

Percentage

$0 - $100,000: 1.50% $100,001 - $500,000: 1.05% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.15%

Subscriptions

Subscription fee arrangements for financial planning services with a minimum fee of $2,500 for the first year.

Other

Minimum fee: Minimum fee for subscription-based financial planning services is $2,500 for the first year. Fee-only: Subscription fee arrangements for financial planning services for clients with less than $1,000,000 in assets under management; minimum fee $2,500 for the first year.

Main office location

Juno Financial Group LLC

1802 Bayberry Court, Suite 203

Richmond VA 23226, United States

Number of offices

1

Most active in

Florida · Maryland · North Carolina · Pennsylvania · South Carolina · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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