Jaffe Financial Services offers investment advice and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. Investment advice includes asset allocation and investment selection, tailored to the client's objectives, risk profile, and financial status. Financial planning covers various aspects of a client's financial situation and tax status.
Assets Under Management$26M
Clients60
Advisors1
Avg. per Client$430K
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees for asset management services range from 0.30% to 2.00% per year of the assets under management. Fees are based on the amount of assets under management and the range of services being provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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