Jts Fund Advisors, LLC
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Learn more about Jts Fund Advisors, LLC
Jts Fund Advisors, LLC is a financial advisory company based in Waco, Texas. It manages $189.7 million in assets under management throughout five client accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The firm has a small team, including 8 financial advisors. Jts Fund Advisors, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as options, stocks and bonds.
Jts Fund Advisors, LLC administers all of its accounts in a discretionary manner. Discretionary management signifies that transaction judgments for the client's account are made by a portfolio manager without needing client consent. The company's average account size is $37.9 million. The average advisor at Jts Fund Advisors, LLC manages fewer than one client account, making it one of the most individualized firms in the country.
The company's headquarters is at 3208 Greenleaf Dr., Waco, Texas 76710-1453. It is legally allowed to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Jts Fund Advisors, LLC by the Numbers
Fees charged by financial advisors typically depend on the type of financial services provided. However, fee types charged by the company can include any combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Jts Fund Advisors, LLC.
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
Jts Fund Advisors, LLC works with pooled investment vehicles. Out of its five clients, Jts Fund Advisors, LLC's largest client by number of accounts is pooled investment vehicles. None of the firm's accounts are represented by people 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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Jts Fund Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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