JFJ Advisory Services provides personalized financial services to help clients reach their financial goals. Services include investment management, tax planning, debt consultation, education planning, and retirement planning. JFJ works with clients to establish their goals and create an investment policy statement. Clients have regular meetings and access to email and phone consultations.
Assets Under Management$66K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$66K
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Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.20% |
There is a minimum fee of $50 per quarter, but this is waived for clients receiving ongoing financial planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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