Nicholas Gutierrez is a registered investment advisor at Jsf Financial, LLC, based in Los Angeles, CA, with 3 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 843 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JSF Financial charges a percentage of the value of your investments annually, up to 1.00%. The exact fee is negotiable based on the size of your account, the complexity of your financial situation, and the services you need. A minimum account size of $250,000 is generally required, but this is also negotiable. Fees are billed quarterly in advance, based on the market value of the account at the end of the previous quarter. For accounts with margin, the fee will be calculated using the full market value of securities, cash and cash equivalents, and include any margin balance.
Location
JSF Financial LLC, 6300 Wilshire Blvd., Suite 2100, Los Angeles, CA, 90048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jsf Financial, LLC
Newedge Securities, LLCBroker
State Registrations1 state
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