Jersey Shore Financial Advisors LLC

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Fiduciary Family Steward

Appropriate for:

  • Business owners
  • Corporate Executives
  • Newly single (divorcee, widow or widower)
  • Retirees or soon to be retirees that want help simplifying their overall finances.

Financial Life Planning

Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction.  Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.”  In addition, Financial Life Planning will increase your understanding of the habits and attitudes that will facilitate your financial and life goals and support successful life transitions.

Why Financial Life Planning?

Because of the unpredictability of life and the complexity of financial markets, it is important to work with a financial advisor who will help you to achieve your financial and life goals.  It is essential to select an advisor who will take the time to truly get to know you and to understand your concerns and your dreams.

Jersey Shore Financial Advisors LLC is dedicated to understanding each client’s unique set of values, priorities, challenges, and opportunities in order to make the most appropriate financial recommendations. 

Therefore, in addition to traditional discussions of assets and net worth, we ask: “What will bring meaning and purpose to your financial life?”  If you are among those individuals disillusioned with the results of “using your life to make money,” you will find the opposite mind set of “using your money to make a life” to be both liberating and compelling.

Fiduciary Family Steward is designed for the client that values periodic updates with the following outcomes:

  1. Tell me everything will be ok.
  2. Remind me of what you've done for me.
  3. Show me there is a plan for the "What if's?" in life.
  4. Quantify the value of services for me.

Fiduciary Family Steward fees are invoiced quarterly in advance.  

Fiduciary Family Steward fee calculated using scale based on your family's total assets inclusive of real estate, investments, business interests etc.  We do not charge extra for investment advice, investment advice is included in the Fiduciary Family Steward fee. 

The minimum fee is $3,000, which is payable on a quarterly basis ($750 per quarter.) Scroll down for the entire fee schedule to determine what your quarterly fee would be.  We evaluate the fee level at the end of every even numbered year.  The fee is payable for as long as you find the services are valuable to you and your family's financial success.  When we are no longer helpful and/or valuable you should fire us!

Services included in the Fiduciary Family Steward service are as follows:

Fee schedule

Total Assets

Annual Fee

Quarterly Fee

From

To

 

 

$0

$750,000

$3,000

$750

$750,001

$1,250,000

$4,000

$1,000

$1,250,001

$1,750,000

$5,000

$1,250

$1,750,001

$2,250,000

$6,000

$1,500

$2,250,001

$2,750,000

$7,000

$1,750

$2,750,001

$3,250,000

$8,000

$2,000

$3,250,001

$3,750,000

$9,000

$2,250

$3,750,001

$4,250,000

$10,000

$2,500

$4,250,001

$4,750,000

$11,000

$2,750

$4,750,001

$5,250,000

$12,000

$3,000

$5,250,001

$5,750,000

$13,000

$3,250

$5,750,001

$6,250,000

$14,000

$3,500

$6,250,001

$6,750,000

$15,000

$3,750

$6,750,001

$7,250,000

$16,000

$4,000

$7,250,001

$7,750,000

$17,000

$4,250

$7,750,001

$8,250,000

$18,000

$4,500

$8,250,001

$8,750,000

$19,000

$4,750

$8,750,001

$9,250,000

$20,000

$5,000

For a free, no-obligation consultation click the “Book a Meeting” button on the right.

Thomas J Duffy, CFP®, MBA is a NAPFA registered fee-only financial advisor.  The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

Jersey Shore Financial Advisors LLC is a registered investment advisor in the State of New Jersey. Jersey Shore Financial Advisors LLC may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this video is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Jersey Shore Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Financial Advisors LLC is a registered investment advisor in the State of New Jersey. Jersey Shore Financial Advisors LLC may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this video is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Jersey Shore Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

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