JPS Financial, based in Westlake, Ohio, offers personalized investment advice and financial planning services. These include managing investment portfolios, consulting on investment decisions, creating financial plans, and advising pension plans. JPS Financial tailors its advice to each client's individual needs and goals, monitoring portfolios and making adjustments as needed. They offer both discretionary and non-discretionary portfolio management.
Assets Under Management$380M
Clients279
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.65% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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