Jaffe Tilchin Investment Partners offers continuous investment advice and portfolio management based on your goals, time horizon, and risk tolerance. They create an investment plan and construct a portfolio to match your specific situation. Services include financial planning, investment strategy, asset allocation, and regular portfolio monitoring. They may also recommend unaffiliated asset managers or investments in private funds for suitable clients.
Fee Structure
Jaffe Tilchin charges a percentage of your portfolio's value each year for investment management. The maximum you'll pay is 2.00% annually, which includes any fees charged by independent managers. This fee covers actively managed cash balances. Fees are calculated based on the market value of your assets as determined by the custodian of your account.