SJS Investment Services offers investment management services to clients with portfolios greater than $1 million. SJS also provides financial planning services, including retirement planning, tax and cash flow analysis, estate planning, and investment analysis. SJS works with individuals, families, business owners, high net worth individuals, retirement plans, non-profits, endowments, foundations, and public entities.
Assets Under Management$2.5B
Clients995
Advisors17
Avg. per Client$2.5M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees may be negotiable for unique investment practices, special reporting requirements, or extraordinary advisory services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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