JI Financial Services provides investment management and financial planning services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning includes evaluating a client's current and future financial state, covering topics like financial goals, net worth, cash flow, retirement, investments, tax reduction, and estate preservation. JI Financial Services also offers services through Orion Portfolio Solutions and AssetMark platforms.
Assets Under Management$1.3M
Clients14
Advisors1
Avg. per Client$93K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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