The Jaffee Financial Group (JFG) is a small, independent firm specializing in financial planning and investment portfolio management. JFG creates financial plans covering personal finance, insurance, estate planning, tax, retirement, investments, education, and budgeting. When managing client portfolios, JFG considers the client's financial situation, risk tolerance, and investment strategy, utilizing long-term purchase strategies and asset-class diversification. JFG uses general securities (stocks & bonds), mutual funds (including exchange traded funds or ETFs), and government securities.
Fee Structure
If Jaffee Financial Group manages your investments, the annual fee ranges from 0.50% to 2% of the account value, depending on the size and complexity. This fee is negotiable and paid at the beginning of each quarter.