JS Wealth Investment Group specializes in financial planning and managing client portfolios. Financial planning includes tax, insurance, retirement, and estate planning. When managing portfolios, JS Wealth considers clients' financial situations and risk tolerance to develop an appropriate investment strategy. JS Wealth uses general securities, mutual funds, government securities, and options. If clients want alternative investments, JS Wealth helps select and monitor other money managers.
Fee Structure
JS Wealth Investment Group charges a negotiable annual fee for managing your investments, paid monthly. The general fee range is 0.25% to 2.75%, depending on the level of service and the number of accounts you have. This fee is negotiable. If JS Wealth helps you select other money managers, they will charge you a fee, a portion of which comes to JS Wealth as a referral, but the total fee will never exceed 2.75%.