Pricing

 
 

We aim to offer our clients a compelling value proposition. By avoiding products with excessive costs and setting our fees below the industry average, we can ensure that the value of our services is not diminished by cost.

 
 
 

Investments

  • Our exceptionally priced fee sits below the industry average of 1%¹. The all in fee will depend on the investment product selected.

    ¹The average typical advisor fee is 1.12% for a $100,000 account as determined by AdvisorHQ’s 2021 survey. This figure includes administrative and overall management fees, but excludes fund fees.

  • We review portfolios held outside of JSO Partners (such as 401Ks, 403Bs, etc.) free of charge when clients open an investment account.

Financial Planning

  • We aim to be a readily available resource to our clients and community. For this reason, we choose to provide financial advice free of charge.

Insurance

  • Our compensation for insurance products comes from commissions paid by the insurance carriers. Clients are not charged.

Business Services

  • Our compensation for insurance products comes from commissions paid by the insurance carriers. Clients are not charged.

  • Fees for employer benefits vary depending on the type of service required. Contact us for more information.

 
 

Please do not hesitate to contact us at team@jsopartners.com or 215-283-3131 if you would like more information about us.