Jersey Shore Portfolio Management

JSPM Financial Consulting Services

We offer one-time financial consultation services at a flat rate to non-current advisory clients.

Annual reviews, financial consultations, and ad-hoc advising services are included in the annual advisory fee for all JSPM Private Advisory Clients.

At JSPM, financial consultation services serve to provide a high level of advice at a controlled cost for those who want a fresh perspective on their accounts and current financial situation. We can advise on personal financial matters, trading strategies and portfolio management tactics, market environment, and technical analysis, as well as more complex financial and business planning issues.

For non-current advisory clients, we bill at a rate of $200 per hour for financial consultations given between the hours of 9:00AM and 4:30PM, and $150 per hour for consultations performed after 4:30 PM. This one-time consulting fee is waived for incoming clients. A financial planning advisory agreement detailing the scope and nature of the consultation must be signed prior to the appointment. To request this form and make an appointment, please email us at ryan@jspmllc.com.

Our clearing firm, Interactive Brokers LLC, does not charge a fee for incoming account transfers. We provide these services in our office, over the phone or the web, or at the place of your choosing. No walk-ins please. We accept Visa, MasterCard, American Express and Discover.

Contact Us

Interested in a consultation? Maybe you have questions about your current portfolio or have an interest in establishing a new account. For a consultation with us, send us a message below. 

*We do not share your information with any third parties.

Interactive Brokers’ Standard Disclosure:

INTERACTIVE BROKERS LLC IS NOT AFFILIATED WITH AND DOES NOT ENDORSE OR RECOMMEND JERSEY SHORE PORTFOLIO MANAGEMENT. INTERACTIVE BROKERS PROVIDE EXECUTION AND CLEARING SERVICES TO CUSTOMERS OF JERSEY SHORE PORTFOLIO MANAGEMENT. FOR MORE INFORMATION REGARDING INTERACTIVE BROKERS LLC AND THE FEES CHARGED BY THE FIRM, PLEASE INTERACTIVE BROKERS.

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