JST Investment Consulting provides investment management based on individual client goals and risk tolerance. JST creates investment policy statements and offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. JST may also direct clients to third-party investment advisors.
Assets Under Management$27M
Clients54
Advisors1
Avg. per Client$490K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.00% |
| $300K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable. JST may direct clients to Betterment, where JST's fee is 0.75% and Betterment's fee is 0.25% for total assets between $1 and $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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