Jedi Management offers investment advice, financial planning, estate planning, and business consulting to individuals, pension plans, businesses, trusts, and charities. Investment advisory services are provided on a discretionary fee basis. Financial and estate planning fees are negotiable and can be hourly or fixed. Business consulting services are also available on a retainer or hourly basis.
Fee Structure
Jedi Management provides investment management services for qualified plans (participant and employer/trustee directed) and non-qualified plans. The annual investment advisory fee is a percentage of the portfolio's market value. The specific fee and minimum annual fee vary depending on the service. For employer-sponsored qualified plans, the fee schedule is typically 0.05% higher if Jedi Management is serving as an ERISA Section 3(38) Investment Manager.