Jay A. Fishman, Ltd. (JAF) offers investment counseling and portfolio management services to high-net-worth individuals, families, corporations, and charitable institutions. JAF creates individually managed portfolios based on each client's unique investment objectives, considering factors like growth, income, time horizon, risk tolerance, and tax implications. JAF's team uses fundamental research to select investments and focuses on intermediate to long-term investing, avoiding short-term trading or market timing. JAF can work with clients' other professional advisors to provide comprehensive advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Special fees, lower or higher than the standard fee schedule, may be quoted depending upon special circumstances and are subject to negotiation.