How we work

Most of our clients retain Just Money Advisors for ongoing, fee-based investment management and financial planning. We do not work for commissions. Our goal is to develop and maintain long-term working relationships with our clients.  We are committed to knowing our clients well enough that we understand both your financial goals, the motivations behind those goals, and your social and environmental concerns. We work to fashion investment portfolios designed to meet your unique needs while reflecting, to the extent possible, your personal values and social priorities.

We are compensated for the services we offer in one of two ways, depending on the type of client relationship.

Asset-based fees

Our fees for investment management services are based on a percentage of assets under management and vary depending on the total value of the client accounts.  We will be happy to show you our fee schedule.

Hourly planning/consulting fee

For people with targeted questions, we are available to work on an hourly basis. Perhaps you are looking for a financial overview or retirement projection, an answer to that key question, "How am I doing financially?" Hourly work may also be appropriate if you are looking for help with planning for college funding, a review of your current investment portfolio, or other specific questions.

Community investment consultations include a brief overview to ensure whether community investing is appropriate in your situation, discussion of the many options available to people who want to put their money to work for maximum social impact, and guidance through the community investment process.

The individuals affiliated with Just Money Advisors are Investment Advisor Representatives of Natural Investments,  LLC.  All fees for investment and/or consulting services are collected by Natural Investments.

 

LOCATION: Just Money Advisors has clients in more than 25 states in the US. If you're comfortable working by phone and e-mail, distance is no barrier. We also make regular trips to several regions where we have a number of clients. So even if you're not geographically close to Louisville, KY, we are close enough to work together.