JFS offers investment management services and financial planning tailored to individual client needs. Their services include investment analysis, retirement planning, estate and philanthropic planning, and tax planning. They also offer tax preparation services or can coordinate with your existing CPA.
Assets Under Management$78M
Clients52
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$78M
www.jersinfinancial.com ·www.linkedin.com/in/bobjersin ·www.facebook.com/jersin-financial-services-1188...
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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