The goal...
GET YOUR DOUGH STRAIGHT.

We call it the dough-jo.

We build everything from scratch. No third party software. No extra cost!

Yeah, we're not your typical
financial advisor.

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.
• NestEgg financial planning software.*
• Personal financial manager.
• Private, weekly classes & updates.
​• 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 $250,000 or more.
Find us on YouTube. Lots of helpful, specific videos. 

Have some questions?
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Form CRS as of 6/1/2023
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.

​Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is an affiliate of Goldman Sachs & Co. LLC and a subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees are engaged in businesses and have interests other than the services provided by Folio Investments, Inc.

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