JLFranklin is an independent, fee-only firm. This means that we do not accept commissions or referral fees for our work. We are compensated by our clients only, either on an hourly basis or based upon assets under management. There is no other way we are compensated. This approach to managing wealth enables us to make the best investment choices for you, free of bias.
Since we do not receive commissions, we can assure our clients a lack of bias toward or against any particular investment or insurance product. Receiving compensation based solely on assets under management or on an hourly basis means we are able to maintain a very competitive fee structure. We do not sell our clients products for which we receive commissions, nor do we accept compensation from providers of investment products.
We also provide tax and financial planning services on an hourly fee-for-service basis, regardless of the size of client assets.