JFS Wealth Advisors provides continuous investment management and personalized financial planning. The firm builds customized investment portfolios using mutual funds and exchange-traded funds, guided by a formal financial plan. Services include retirement planning, tax planning, estate planning, cash flow analysis, and business retirement plan consulting. JFS Wealth Advisors operates as a fiduciary, meaning the firm is legally required to act in your best interest. The firm serves individuals, high-net-worth families, businesses, and trusts, and utilizes independent custodians like Charles Schwab and Fidelity Investments to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees are generally negotiable. Alternative schedules exist for Family Wealth Services and Investment Advisory Services.