Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JSF Financial's advisory fee is generally no more than 1.00% of assets under management, but is negotiable based on account size, portfolio makeup, service requirements, and financial complexity. A minimum account size of $250,000 is generally required, but is also negotiable. Financial planning fees range from $500 to $75,000 annually, or are billed hourly at rates from $395 to $1,295 per hour depending on the advisor.
Areas of Practice
Advisor Information
Office location
6300 Wilshire Boulevard, Suite 2100, Los Angeles, CA, 90048
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a managing member of JSF Financial LLC, a financial planning firm, dedicating about half of his time to client relations and firm management. He also owns Fishman Capital Group Inc., where he sells fixed insurance, and is involved in several other investment-related and non-investment related activities, including trusts, private equity, and a non-profit board.