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 Blvd, 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
Zev is an insurance agent, dedicating a few hours per week to fixed insurance sales. He also works as a registered representative and investment advisor representative (IAR), spending about half of his time managing client relationships, investment portfolios, and providing investment advice.