Financial Consultations

Jersey Shore Portfolio Management Consulting Services

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

These consultations 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 finance 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 will bill you at a rate of $200 per hour for financial consultations given between the hours of 9:00 AM and 4:30 PM.

Consultations performed after 4:30 PM are charged at $150 per hour.

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 make an appointment, please call 866-727-1532 or request a financial planning advisory agreement using the form below.

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

    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 web, or at the place of your choose. No walk-ins please.

    **We accept Visa, MasterCard, American Express and Discover.

    Interactive Brokers’ Standard Disclosure:

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