JFR Financial Services provides financial planning to help clients set long-term financial goals. They offer comprehensive and modular financial plans, as well as consulting services, newsletters, seminars, and educational workshops. JFR Financial Services also provides ongoing investment management services, continuously monitoring client accounts and making trades when necessary. They specialize in financial planning, taking a comprehensive look at your financial situation.
Assets Under Management$280M
Clients597
Advisors2
Avg. per Client$460K
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.99% |
| $300K - $900K | 0.77% |
| $900K - $3.0M | 0.55% |
| $3M+ | 0.33% |
All fees are negotiable based upon the complexity of your situation, the holdings in your account and additional resources required to manage your account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...