JH Kaufman develops asset allocation models based on statistical, fundamental, mathematic, and scientific methodologies. The firm provides investment management services to accredited investors, high net worth individuals, legal entities, corporations, and as a sub-advisor to other registered investment advisors. JH Kaufman also provides financial planning to clients who request it, covering topics like retirement, college funding, and purchasing a home.
Assets Under Management$9.2M
Clients16
Advisors1
Avg. per Client$580K
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
JH Kaufman charges a management fee based on the value of your account. The fee is calculated daily at Interactive Brokers and monthly at Charles Schwab. The minimum account value is $50,000.
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