J Sohn, LLC is a financial planning and investment management firm. J Sohn provides asset management services based on client investment goals, time horizons, and risk tolerance. J Sohn also offers financial planning and consulting services, including reviews of investments, income tax, insurance, employee benefits, retirement, and estate planning. Clients can place restrictions on investments.
Assets Under Management$26M
Clients126
AdvisorsN/A
Avg. per Client$200K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
At Advisor’s discretion and certain criteria, a fixed fee may be charged in lieu of calculation set forth in Item 5 (1). Examples include initial account level under $20,000, non-discretionary account, non-discretionary, non-trading account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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