Financial Consultations
Jersey Shore Portfolio Management Consulting Services.
One-time Consulting Fees are waived for incoming clients*
Annual reviews, consultations, and ad-hoc advising services are included in the annual advisory fee for all JSPM Private Advisory Clients.
Our Clearing firm, Interactive Brokers LLC, does not chart a fee for incoming account transfers.
We provide these services in our office, over the phone or web, or at the place of your choice. No walk-ins, please.
Financial Consultations for Non-Current Advisory Clients
We offer one-time financial consulting services at a flat rate to non-current advisory clients.
Appointments for new clients can be made between the hours of 9:00 AM and 4:30 PM..
For a copy of our financial planning advisory agreement, send us an email using the form below.
**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
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