Clients utilizing Jardine Financial Group view their accounts and receive statements from Charles Schwab. We are simply added as the Registered Investment Advisor to manage the portfolio. Assets are not held directly with our firm.
Our office is located on the 6th floor of the Millennium tower in Addison, TX. Client appointments are held after the market closes Monday through Friday. Our sole focus during market hours is actively managing and maximizing the growth of our client's portfolios.
The minimum account size at Jardine Financial Group is $1,000,000.
Our office is located on the 6th floor of the Millennium tower in Addison, TX. Client appointments are held after the market closes Monday through Friday. Our sole focus during market hours is actively managing and maximizing the growth of our client's portfolios.
The minimum account size at Jardine Financial Group is $1,000,000.