JS Alan, LLC provides investment advisory services to individuals, trusts, estates, and corporations. They offer financial planning services, including insurance and retirement planning, as part of their advisory services. JS Alan, LLC manages investments and provides advice on equity securities, warrants, corporate debt, commercial paper, certificates of deposit, municipal securities, investment company securities, and options and futures contracts.
Assets Under Management$20M
Clients14
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for asset sizes above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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