1. Invest for you.

We'll use our custom, expense free funds to get you invested precisely for your goals. It's like having your own private mutual funds without the cost.

No hidden fees, commissions or
​conflicts of interest. 
​Learn More

2. Find your number.

Knowing how much dough to invest is part two. We’ll calculate exactly how much to save across all your investment accounts to hit your goals.

Need help with your goal? We can do that too! It’s all included. 

3. Financial manager.

Having a fiduciary financial advisor means help with all of your dough. Need help with budgeting, debt, major financial decisions or maybe your 401k?

We're the only advisor that helps with investments and your net worth.

4. Money mentor.

Since we have nothing to hide we can teach you everything!​ Our weekly, live classes help you learn about your dough, the markets, and more!

See archived classes in the “Dough-Jo." It's like the Netflix of money!
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In short...

Our Fiduciary pledge is to:

• Invest for your goals not ours.
• Offer custom, no cost funds for you.
• Help with all aspects of your financial life.
• Offer the best tools for financial success.
​• Help you keep your dough straight.
​• Have fun with our clients!

Open or transfer your account to start.

• Open account with jazz.
• Complete risk profile.
• Make your first deposit.
• Transfer existing accounts.

Our fee goes down as you grow.

Our yearly fee is based on your account value and debited directly from your account.
​
• No hidden fees or commissions.
• Custom retirement plan numbers.
• Advice on all investments.
• NestEgg financial planning software.*
• Personal financial manager.
• Private, weekly classes & updates.
• Exclusive access to jazzCash.
​• Cancel anytime.
• $75 yearly minimum.
Total account size:
$2,000 - $25,000 ............... 1.5%
$25,001 - $50,000 ............... 1.25%
$50,001 - $100,000 ............... 1.00%
$100,001 - $250,000 ............... 0.75%
​$250,000+ ............... 0.50%
*NestEgg currently available to accounts with $25,000 or more.
Find us on YouTube. Lots of helpful, specific videos. Still have more questions? Let's chat!

Have some questions?
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Form CRS as of 7/27/2020
Custody and Data Provided By:
Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
Past performance is not a guarantee of future results.  Any historical returns, expected returns, or probability projections may not reflect actual future performance.  The material contained herein has been prepared from sources and data we believe to be reliable but we make no guarantee as to its accuracy or completeness.  The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product.  This material is not to be construed as providing investment services in any jurisdiction where such offers or solicitation would be illegal. 
 
You should be aware that investments can fluctuate in price, value and/or income, and you may get back less than you invested.  Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative.

In addition to SIPC coverage, FolioFN has purchased from underwriters at Lloyds of London supplemental customer securities insurance. Together those coverage's provide a total aggregate limit of $50 million limited to a combined return of $10 million to any single customer. Neither SIPC nor the supplemental insurance coverage protect against losses resulting from a decline in the market value of securities.

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