Julius Arthur Seibert & Company (JAS) offers investment advice to individuals, high-net-worth individuals, trusts, and estates. JAS creates customized investment strategies based on each client's goals, risk tolerance, and financial situation. JAS constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks or bonds.
Assets Under Management$66M
Clients97
Advisors1
Avg. per Client$680K
Avg. per Advisor$66M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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