Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
JMB charges hourly rates between $250 and $500 per hour or fixed fees between $1,000 and $10,000 for financial planning services, depending on complexity. Fees are determined on a case-by-case basis for consulting services. Fees are negotiable based on various factors. Clients with an annual income below $75,000 must have a minimum of $100,000 of liquid assets for financial planning services. Clients with an annual income between $75,000 and $150,000 must have a minimum of $50,000 of liquid assets for financial planning services.
Areas of Practice
Advisor Information
Office location
6 Hutton Centre Drive STE 1280, Santa Ana, CA, 92707
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kristin is the corporate treasurer for JMB Financial Managers, an RIA, and spends about 10-20% of her time approving written financial plans. She also serves as the Chairperson of the Board of Directors for Servite High School, dedicating a few hours per week to overseeing the board and reporting to the Servite Order of Priests Provincial Council.