Jeffrey Joseph Management manages investment portfolios for clients based on their individual needs and goals. They determine a client's objectives, risk tolerance, and time horizon through discussions and develop a target asset allocation. They create and manage a diversified portfolio, allocating assets among various investments. They may provide limited advice regarding non-related investment matters if requested.
Assets Under Management$99M
Clients35
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Investment Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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