Jlens

Fee-Only (% of Portfolio)

JLens is a nonprofit organization that conducts research and advocacy inspired by Jewish values. JLens serves as a sub-advisor to the JLens 500 Jewish Advocacy U.S. ETF. JLens also offers data licensing services to unaffiliated investment advisor firms and shareholder services to investment advisors and their clients. JLens does not provide customized advice to individual shareholders of the ETF.

Assets Under Management$180M
Clients3
AdvisorsN/A
Avg. per Client$61M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.09%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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No advisors found for this firm.