Joseph Seep & Associates (JSA) provides investment advice, asset management, and financial planning to individuals, trusts, estates, and businesses. JSA creates custom investment portfolios based on your financial situation, risk tolerance, and goals. JSA also offers financial planning services covering retirement, tax, estate, insurance, and college planning. JSA does not have discretionary authority, so your approval is needed for any portfolio changes.
Assets Under Management$35M
Clients90
Advisors1
Avg. per Client$390K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
JSA offers two investment management options:
- Traditional Asset Management (TAM): You'll pay between 0.25% and 1.00% of your portfolio annually, depending on the size of your account. The larger your account, the lower the percentage. This fee covers ongoing investment advice and monitoring of your portfolio.
- Direct Asset Under Management (Direct AUM): JSA has agreements with certain investment companies like Capital Group/American Funds. Fees, typically between 0.25% and 1.00% annually, are negotiated with you when you open the account. These fees are paid directly to JSA by the investment company, not in advance, and are shown on your account statements.
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