JSF Financial offers investment management, financial planning, and wealth management services. JSF works with clients to determine their needs and customize services. Investment management is offered on a discretionary basis. Financial planning covers personal, tax, investment, insurance, employee benefits, college funding, retirement, mortgage financing, death & disability, estate, charitable planning, and business consulting.
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.