Jack Sih is a registered investment advisor at Js Alan, LLC, based in Beverly Hills, CA, with 24 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 14 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for asset sizes above $5,000,000.
Fee Estimator
Location
468 N. Camden Dr., Suite 200, Beverly Hills, CA, 90210
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jack is a principal at JS Alan LLC since 2008, dedicating about 10-20% of his time to profit sharing and registered investment advisor duties. He also works with The Guardian Insurance & Annuity Company, Inc. for client's 401k plans under JS Alan LLC.
Employment History
Current Registrations
Js Alan, LLC
Previous Registrations
Anchor Wealth Management
Primevest Financial Services, INC.
Primevest Financial Services, INC.
Uvest Financial Services Group, INC.
Wells Fargo Investments, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.