JFS Wealth Advisors offers comprehensive investment management, financial planning, and tax services. JFS helps clients with investment analysis, retirement planning, estate planning, philanthropic planning, and tax planning and preparation. JFS focuses on coordinating clients' overall finances and investments to minimize tax impact and improve after-tax returns. Clients can also choose to have JFS work alongside their existing tax preparer. JFS primarily serves individual investors and families with a minimum investment requirement.
Assets Under Management$78M
Clients52
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$78M
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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% |
Fees are calculated quarterly based on the portfolio value at the end of the previous quarter.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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