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

We have been enormously blessed by the steady growth of our business, and with the increase in scale and efficiency, we are glad to pass along a cost savings to our clients. Thank you for the opportunity to serve your families. We cherish our relationship with you and look forward to continuing to grow together in the years to come.

Do not hesitate to contact our office if we can be of any assistance.

¹Accounts affected include fee-based accounts invested in the JSO Funds, JSO Stocks, JSO Passive, and Model Portfolios (American Funds, PMC Passive, and Vanguard).
²The 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.

Contact Us
(215) 283-3131
team@jsopartners.com