Jersey Shore Financial Advisors (JSFA) offers financial planning and investment management services to widows/widowers, professionals, executives, and other high-income clients. JSFA provides financial planning for cash flow, asset allocation, tax, insurance, estate, retirement, and education. JSFA also manages investment portfolios based on client objectives and risk tolerance, using proprietary investment model portfolios.
Assets Under Management$30M
Clients43
Advisors1
Avg. per Client$690K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Some clients are charged based on a prior fee schedule as a percentage of assets under management. The firm also offers financial life planning and investment management for a flat annual fee based on net worth.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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