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Fees

This is an overview of our fee structure.

Initial consultations are complementary
Fees for wealth management services are based on a percentage of your overall assets managed. Our wealth management fees decrease as the value of your portfolio under management increases.
Financial planning services are billed on a per hour basis. Of course, the time required is dependent upon how comprehensive the financial plan.
Small business retirement plan services are billed according to the services provided. For example, consulting services while assisting plan administrators evaluate plans, etc. are billed on a per hour basis. Whereas, if a plan administrator engages us to provide investment advice to plan participants, we typically bill according the total assets under advisement.

We provide services subject to an engagement letter. The engagement letter will specify responsibilities of each party, deliverables, time frames, fees, and billing arrangements.

JASi Financial

4851 Merlot Ave Unit 540, Grapevine, TX 76051, US

(817) 405-4109

JASi Financial Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

We cannot accept trade orders or other investment account transaction requests by voicemail, fax, or email. Trade orders or account transaction requests, important letters or documents, emails or fax messages regarding your investments must be confirmed or conveyed by calling 817-405-4109 or 817-421-8800 and asking to speak directly to either your investment advisor representative or an available investment advisor representative. Emails, faxes and voicemails may not be monitored daily, or after normal business hours and cannot be relied upon to timely communicate your wishes. Requests for trade orders and other transaction requests received after 1 p.m. central time, will be processed on a best efforts basis and may not take place until the following trading day.