Jaras Financial Services provides investment management and financial planning services. They offer both discretionary and non-discretionary asset management. Jaras Financial Services also provides services to retirement plans, acting as either a limited scope advisor or an investment manager. Financial planning services include reviews of wills, estate plans, investments, taxes, and insurance. Clients can impose restrictions on investments.
Assets Under Management$140M
Clients190
Advisors1
Avg. per Client$720K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.70% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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