We hope this finds you and your families well! As the summer kicks off, we wanted to reach out with a mid-year greeting and share some thoughts on the current environment and the markets.
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We hope that you have enjoyed your summer!
It is our pleasure to announce that in the past year, we have welcomed two new additions, Judy Lim and Esther Min, to our team here at JSO Partners.
It is our pleasure to announce that we have reduced our advisory fees from 1.00% to 0.85% for all managed accounts.¹ With this reduction, we are proud to say that our advisory fee is below the industry average, according to the AdvisorHQ’s 2021 survey.²
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