Jade Financial LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. JFL also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. JFL participates in the Nucleus model marketplace provided by Advyzon Investment Management LLC (AIM), an SEC-registered investment adviser. JFL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Additional fees apply when using Nucleus model marketplace, Tax Overlay Strategies, or AIM’s Personalized Index Engine. Strategist fees range between 0.00% and 1.00%. Administration fee is a maximum of 0.10%. Trading fee is a maximum of 0.15%. Outsourced Services fee is a maximum of 0.05%. Tax Overlay fees range from 0.05% to 0.10% with a $200k account minimum. Personalized Index Fee is 0.20%.