Jesurun Wealth Advisors provides investment advisory and financial planning services tailored to individual and high-net-worth clients. Founded in April 2026 and based in Bonita Springs, Florida, the firm is owned and operated by Sagen Augustin. Jesurun Wealth Advisors helps clients build and manage portfolios using a mix of asset allocation, dollar-cost averaging, and long-term or short-term strategies, while accommodating specific investment restrictions upon request. In addition to investment management, Jesurun Wealth Advisors offers consulting services covering risk assessment, retirement planning, estate planning, and overall financial organization. The firm primarily recommends holding client assets at Charles Schwab & Co., Inc. and operates with discretionary authority to make trades on behalf of clients after signing an agreement. Jesurun Wealth Advisors does not charge performance-based fees and maintains a standard of acting in each client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are charged quarterly in advance. Jesurun Wealth Advisors has sole discretion to negotiate lower fees or waive them in individual cases.