Marshall Jaffe is a registered investment advisor at Jaffe Asset Management LLC, based in Beverly Hills, CA, with 14 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 58 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee rates are negotiable and may be waived and/or reduced at Jaffe Asset Management’s discretion.
Fee Estimator
Location
9454 Wilshire Blvd, Ste M-1, Beverly Hills, CA, 90212
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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 Activities
Marshall is a passive investor in single-family residences (SFRs) since 2012. This investment-related activity requires minimal time.
Employment History
Current Registrations
Jaffe Asset Management LLC
State Registrations1 state
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