JTD Financial Services offers investment advice tailored to each client's needs, considering their financial situation, goals, and risk tolerance. JTD provides portfolio management and review services, where they give continuous investment advice and make investments for clients. JTD also refers clients to third-party investment advisors and provides written financial planning services for a fixed fee.
Assets Under Management$21M
Clients68
Advisors1
Avg. per Client$310K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual management fee ranges up to 1.25% and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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