Jazz Wealth Managers provides investment management services tailored to each client's financial objectives and risk tolerance. Jazz requires client accounts to be held at Goldman Sachs or Interactive Brokers. Jazz does not provide financial planning services but offers educational content on its website for a fee to non-clients. Current clients receive free access.
Assets Under Management$450M
Clients3,339
Advisors5
Avg. per Client$130K
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.50% |
| $25K - $50K | 1.25% |
| $50K - $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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