Hannah Roth is a registered investment advisor at Jfs Wealth Advisors, LLC, based in Pittsburgh, PA, with 5 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,219 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
This is the fee schedule for Wealth Management (WM) Services. The annual fee for Family Wealth Services (FWS) will be charged as a percentage of assets under management. The most typical fee is the following CUMULATIVE schedule: 0.80% of first $5,000,000 of assets, plus 0.50% of next $5,000,000 of assets, plus 0.45% of next $10,000,000 of assets, plus 0.40% of assets greater than $20,000,000 Minimum $8,500 per quarter
Fee Estimator
Location
Six PPG Place, Suite 1250, Pittsburgh, PA, 15222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Hannah is a member of the Mennonite Education Agency Investment Committee, overseeing a pool of money for schools, seminaries, and congregations. She meets with the committee to discuss and vote on portfolio performance and allocations, dedicating minimal time to this activity.
Employment History
Current Registrations
Jfs Wealth Advisors, LLC
Previous Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
State Registrations1 state
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