JASi Financial offers portfolio management based on individual client goals and risk tolerance. They also provide pension consulting services to help plan sponsors select service providers. For retirement plan participants, JASi offers discretionary, non-discretionary, and self-managed investment advice options. Financial planning services cover investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. JASi primarily uses mutual funds, ETFs, real estate funds, fixed income securities, and treasury inflation-protected bonds.
Assets Under Management$4.7M
Clients28
Advisors1
Avg. per Client$170K
Avg. per Advisor$4.7M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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