JCO Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JCO Advisors LLC is a small, independent, fee-only investment adviser that works with individuals, families, and a range of organizational clients, including corporations, charitable organizations and foundations. The firm offers ongoing holistic financial planning, discretionary investment management, limited-scope project planning, retirement plan consulting, educational seminars, and business consulting.
The firm’s investment approach emphasizes disciplined asset allocation with a long-term viewpoint, generally using no-load mutual funds and ETFs and developing a personalized investment policy for each client. Financial planning is integrated with tax, estate, equity compensation and cash-flow considerations, and the adviser states a belief in market efficiency rather than stock-picking or market timing.
Noteworthy aspects include that the firm’s principal maintains a separate law practice (anticipated to occupy less than 20% of his time) and that the firm combines investment advisory services with business and retirement-plan consulting and public educational seminars. For a solo adviser with modest assets under management (about $3.3 million), serving corporate and organizational clients and offering M&A/business consulting and plan-level ERISA advisory is atypical among peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed annual fees for ongoing holistic financial planning (first year $3,500 to $30,000; renewal $2,800 to $24,000); fixed fees for limited-scope project financial planning between $500 and $50,000
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.65% $5,000,001+: 0.40%
$350 per hour for limited-scope retirement plan consulting and business consulting services
Fee-only: Fixed annual fees for holistic financial planning ranging from $3,500 to $30,000 in the first year, $2,800 to $24,000 for renewal years; fixed fees for limited-scope project financial planning from $500 to $50,000; hourly fees of $350 per hour for some consulting services; educational seminars fees range from $0 to $50 per participant
Main office
Boise ID
Advisors at this office
1
Most active in
Idaho · Texas
Also doing business as
Jco Advisors · Jco Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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