Firm
Jarvis Global Investments
Loveland, Ohio
Fee-only
Jarvis Global Investments at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 354 individual clients.
- Its average account is about $115,000 (assets it manages divided by its 551 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Loveland, Ohio |
|---|---|
| Website | jarvisglobalinvestments.com |
| Phone | (513) 377-8285 |
Jarvis Global Investments fees
Jarvis Global Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $63 million |
| Individual clients | 354 |
| Accounts managed | 551 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 144259 |