Jasi Financial, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

JASi Financial, Inc. offers ongoing portfolio management, financial planning, and retirement plan consulting services. JASi Financial tailors its investment strategy to each client's specific goals, risk tolerance, and time horizon using modern portfolio theory. JASi Financial focuses on long-term, buy-and-hold investing primarily through diversified, passively managed mutual funds, exchange-traded funds, real estate funds, and fixed income securities. In addition to individual wealth management, JASi Financial provides pension consulting and retirement plan participant investment advice.

Assets Under Management$5.1M
Clients26
Advisors1
Avg. per Client$200K
Avg. per Advisor$5.1M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Jasi Financial, INC. - Fees, AUM & Advisors | TrueAdvisor