Just Plans, Etc
Just Plans, Etc (CRD# 110288) is a financial advisory firm headquartered in Lafayette, CA. They manage $49,963,455 in 72 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts72ACCOUNTS
Average Account Value$693,937
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
James Ellman (CRD# 1059906) is an Investment Advisor Representative working at Just Plans, Etc in Walnut Creek, CA and has 1 year of experience in the finance industry.