Jll Partners Fch, Inc
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Learn more about Jll Partners Fch, Inc
Jll Partners Fch, Inc is a financial advisor firm that has its headquarters in New York, New York. The company oversees $127.4 million in total assets across one customer account, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). It has a small group, including 5 financial advisors. Jll Partners Fch, Inc does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets like bonds, stocks and options.
Jll Partners Fch, Inc oversees all of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell decisions without needing to seek client authorization. The company's average account size is $127.4 million. The average financial advisor at Jll Partners Fch, Inc administers fewer than one client account, placing it among the most personalized advisor firms in the country.
Jll Partners Fch, Inc's main office is at 300 Park Avenue, New York, New York 10022. The firm is legally allowed to serve clients in the state of New York.
Assets Under Management
Number of Advisors
Jll Partners Fch, Inc by the Numbers
Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by the company may include some blend of the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
Jll Partners Fch, Inc provides services to pooled investment vehicles. Jll Partners Fch, Inc's biggest client group by number of accounts is pooled investment vehicles. None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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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Jll Partners Fch, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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 email@example.com.
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