J. Safra Asset Management Corporation
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Overview
J. Safra Asset Management Corporation is located at 546 Fifth Avenue, New York, NY. The firm employs 6 financial advisors to manage client portfolios and provide financial guidance. J. Safra Asset Management Corporation is not a registered broker-dealer.
J. Safra Asset Management Corporation oversees $3.7 billion in assets under management across 2,575 accounts, of which 2,569 are discretionary and 6 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The firm caters to retail investors, high net worth investors, pooled investment vehicles, insurance companies, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at J. Safra Asset Management Corporation includes asset-based, fixed, and other fees. The firm has 2,166 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, and insurance company or agency.
J. Safra Asset Management Corporation is registered in the states of California, Delaware, Florida, New Jersey, New York, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
J. Safra Asset Management Corporation by the Numbers
$3.7 billion
19
2,575
$1.4 million
Products and Services
J. Safra Asset Management Corporation offers a variety of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. Notably, J. Safra Asset Management Corporation did not provide any of its clients with financial planning services in the last financial year. The Firm is not engaged in selling products or offering services other than investment advisory services to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice usually depend on the services offered. Fees billed by J. Safra Asset Management Corporation most likely include any combination of the following fee types: asset-based, fixed, or other.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company does business with a number of different investors. The company works with retail investors, high net worth investors, pooled investment vehicles, insurance companies, and corporations. Out of its 5 clients, J. Safra Asset Management Corporation's biggest client type by number of accounts is high net worth investors, although it also serves 2166 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 84.05%
- Other Individuals - 12.42%
- Corporations - 3.53%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
J. Safra Asset Management Corporation does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at J. Safra Asset Management Corporation
Miami, FL
New York, NY
Miami, FL
New York, NY
Miami, FL
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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