JPS Advisors provides investment management and financial planning services tailored to clients' individual needs. JPS manages investments with discretionary authority, meaning they make trades without asking you first. Financial planning recommendations may be in the form of a written plan or verbal consultation. JPS does not participate in wrap fee programs.
Assets Under Management$14M
Clients13
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to specific negotiations with each particular Client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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