JFS Wealth Advisors offers investment management and financial planning services to individuals, families, and businesses. JFS develops a financial goal plan and manages a portfolio based on the plan. They also offer investment advisory services with allocation and rebalancing of assets. Financial planning covers various aspects of a client's financial situation, and tax preparation services are also available.
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