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JCB Financial, Inc.
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.
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