Asif Osman is a CFA-designated registered investment advisor at Jadwin Asset Management LLC, based in Greenwich, CT, with 6 years of industry experience. Asif operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 23 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jadwin Asset Management charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.70% to 1.00% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated monthly, in advance, based on the market value of your investments on the last day of the previous month. The firm may negotiate a different fee for certain client holdings, such as assets held away at other institutions or alternative investments.
Location
115 Mason Street, 2nd Floor, Greenwich, CT, 06830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jadwin Asset Management LLC
Previous Registrations
Tru Independence Asset Management, LLC
State Registrations1 state
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