JAS Financial Services provides financial planning and investment management services. JAS acts as a legal fiduciary, meaning it's legally required to act in your best interest. JAS works with individuals, families, trusts, and estates to identify financial goals and develop strategies to achieve them. Services include retirement planning, investment planning, and investment management.
Fee Structure
JAS Financial Services offers investment management services based on your financial plan. The fee is a fixed amount agreed to in writing, based on the complexity of your needs. Factors include the amount of financial planning required, number of household members, types of accounts, number of accounts, financial goals, completeness of information, and JAS's involvement in implementing recommendations. The minimum fee is generally $2,500 per year, paid quarterly.