JS Held offers investment management and financial planning services to individuals and families. JS Held's services include retirement planning, education planning, and insurance planning. JS Held also provides advice on estate planning and tax strategies. JS Held aims to help clients achieve their financial goals through personalized advice and ongoing support.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
JS Held charges a percentage of your portfolio's value each year for investment management. The specific rate depends on the size of your portfolio, but the brochure does not specify the exact rates. Contact JS Held for more information.
Loading...