Joyful Steward Services LLC (JSS) provides investment advice and financial planning services. JSS offers services including cash flow planning, investment roadmaps, comprehensive financial plans, and a non-discretionary advisory service where clients retain control over all transactions. JSS focuses on low-cost, diversified investments and does not recommend individual stocks or bonds.
Assets Under Management$10M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10.0M - $25.0M | 0.10% |
| $25M+ | 0.05% |
Fees may be negotiable at JSS's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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