JJSA Advisors offers financial planning and investment management services to individuals and small businesses. Their services include cash flow evaluation, investment planning, retirement planning, college planning, tax planning, risk management, and estate planning. JJSA provides both discretionary and non-discretionary investment management services, often utilizing SEI Investments, but may manage client assets directly when appropriate.
Assets Under Management$130M
Clients187
Advisors2
Avg. per Client$680K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.65% |
Management fees for assets in excess of $2,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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