Jsf Financial, LLC
Assets Under Management
$1.7B
Number of Clients
843
Number of Advisors
9
Average Client AUM
$2.1M
AUM per Advisor
$192.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
JSF Financial LLC provides investment supervisory services, recommends third-party advisers, offers financial planning and wealth management, and conducts educational seminars. They customize services based on client needs, focusing on individual portfolio management and model portfolio management. They also offer a Third-Party Manager Account Program.
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
Location
6300 Wilshire Blvd., Suite 2100, Los Angeles, CA, 90048