JC Financial Services (JCFS) manages investment portfolios based on individual client needs, including goals, risk tolerance, and time horizon. JCFS also offers financial planning services, covering areas like cash flow, college savings, estate planning, insurance, investments, and retirement. JCFS may refer clients to third-party money managers. Comprehensive financial planning is available for a monthly/quarterly retainer.
Assets Under Management$24M
Clients53
Advisors1
Avg. per Client$450K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable. When JCFS directs clients to outside managers, JCFS's fee is 0.70% on the first $2,000,000 and 0.20% on amounts over $2,000,000, in addition to the outside manager's fee of 0.30%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...