Financial Policies

JCB Financial's method of compensation is not contingent upon the sale of any financial products.  JCB has a "Fee Only" compensation model.  Financial consultations are strictly objective and consultative in nature.  Fee arrangements will be made in advance of beginning work.

Financial Planning Fees - The basic rate for financial planning services is $150/hour. 

Asset Management Fees - The greater of $375/quarter or 1% annually of the average balance paid quarterly, in arrears.