Jmb Financial Managers, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
JMB Financial Managers offers financial planning and consulting services tailored to individual client needs. Financial planning covers personal finances, insurance, employee benefits, investments, income tax, education funding, retirement, estate, and business matters. Consulting services provide advice on specific areas of concern.
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
Location
6 Hutton Centre Drive, Suite 1280, Santa Ana, CA, 92707