JFA Advisors offers asset management services where they determine investment goals, risk tolerance, and time horizons to create investment strategies. They also offer ERISA plan services for retirement plans. Additionally, JFA provides financial planning and consulting services, evaluating a client's current and future financial state to recommend plans.
Assets Under Management$180M
Clients365
Advisors1
Avg. per Client$480K
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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