Jersey Shore Financial Advisors is a registered investment advisor that offers financial planning and discretionary portfolio management for individuals, including professionals, executives, and widows or widowers. The firm combines financial planning and investment management into a comprehensive service called Financial Life Planning, with fees based on the client's net worth. For certain investment-only clients, the firm charges a percentage of assets under management based on an older fee schedule. Services cover retirement planning, cash flow analysis, tax planning, insurance, estate planning, education funding, and real estate guidance. Jersey Shore Financial Advisors uses proprietary model portfolios tailored to different risk profiles, ranging from conservative global income to aggressive global growth. The firm does not impose a strict minimum asset requirement to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Percentage-based schedule applies to certain investment-only clients under a prior fee schedule. Comprehensive Financial Life Planning is charged as a flat fee based on net worth.
