Joel Smith & Associates (JSA) offers a range of financial services, including creating financial plans, providing investment advice, and consulting on financial matters. JSA works with individuals and institutions to develop strategies tailored to their financial goals, risk tolerance, and tax situation. Clients can engage JSA for comprehensive or limited financial plans, as well as ongoing advice and monitoring of their financial concerns.
Assets Under Management$18M
Clients43
Advisors1
Avg. per Client$410K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Account minimum and fee rates may be negotiable. Accounts are generally subject to a $2,500 minimum fee per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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