J. Safra Asset Management (JSAM) provides investment advice to individuals, high-net-worth individuals, corporations, private funds, and institutions. JSAM offers both discretionary and non-discretionary advisory services, where clients either approve recommendations or allow JSAM to make investment decisions. JSAM also manages private equity and private funds. Additionally, JSAM provides consulting services to affiliated institutions, offering market insights and advice.
Fee Structure
J. Safra Asset Management (JSAM) charges a percentage of the value of your investments for its advisory services. The specific percentage varies based on the amount invested, the investment strategy, and your risk tolerance. These fees are negotiable. The maximum fee is 1.50% annually, but fund investment management services can go up to 1.75%. Fees are typically paid quarterly.