Jaffe Asset Management offers investment advice and manages client portfolios on an ongoing basis. They primarily use mutual funds, exchange-traded funds (ETFs), fixed income securities, and stocks. Financial planning is offered as part of their investment advisory services, not as a separate service. Jaffe Asset Management may also offer securities trading activities for cash and securities in a client’s non-managed account, acting as an intermediary between the client and the custodian of the non-managed account.
Assets Under Management$120M
Clients58
Advisors1
Avg. per Client$2M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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