Jurick Financial Services (JFS) manages investment portfolios based on clients' individual needs and goals. JFS also offers project-based financial planning, covering areas like net worth, cash flow, insurance, retirement, and estate planning. JFS provides educational services to employer benefit plan participants.
Assets Under Management$41M
Clients393
Advisors1
Avg. per Client$100K
Avg. per Advisor$41M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable, but the maximum fee shall not exceed 2.00% of client Assets Under Management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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