Jedi Management offers investment management, retirement plan consulting, financial and estate planning, and business management consulting. For individuals and non-plan clients, Jedi Management manages investment portfolios primarily using mutual funds, exchange-traded funds, and individual United States Treasury securities on a discretionary basis. The firm also consults on qualified retirement plans like 401(k) and 403(b) plans for employers and plan participants. Financial and estate planning services are offered on a separate, standalone fee basis. Jedi Management operates from Englewood Cliffs, New Jersey, and is owned and led by Jason Hochstadt.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.70% |
| $10.0M - $12.5M | 0.60% |
| $12.5M+ | 0.50% |
Fees are negotiable at the firm's discretion. Employer-sponsored qualified plan fees may be higher depending on the ERISA capacity.