Jps Financial, LLC

JPS Financial, LLC, established in 2014 and based in Westlake, Ohio, offers personalized investment advisory services, including Portfolio Management, Portfolio Consulting, Financial Planning, and Pension Consulting. The firm provides discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients with assets over $500,000 may access the Wealth Management Platform for investment and planning reports. Fees for portfolio management are asset-based, ranging from 0.65% to 1.25%, billed quarterly in advance. Portfolio Consulting services are offered at an annualized fee of 1.00%. Financial Planning services are available on an hourly or fixed fee basis, ranging from $1,500 to $5,000. Pension Consulting services are provided based on the needs of the plan and may include investment performance monitoring and educational seminars. The firm primarily advises on mutual funds and equity securities. JPS Financial, LLC does not accept performance-based fees, is a registered investment adviser, and has no reportable disciplinary information. The firm does not receive compensation for client referrals and maintains strict privacy policies to protect client information. Clients must have a minimum of $250,000 to open and maintain an advisory account. JPS Financial, LLC does not vote proxies on behalf of clients and does not have custody of client funds or securities.