JPS Global Investments, LLC fees and pricing
Financial planner in West Linn, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, JPS Global Investments, LLC charges a flat or project fee of $2,000-$40,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$40,000
“This fixed fee will typically range from $2,000 to $40,000 depending on the nature of the client’s account and its size.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How JPS Global Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may elect to be billed directly for fees or to authorize JPS to directly debit fees from client accounts.”
- “All Advisory fees are charged in advance, at the start of each calendar quarter, based upon the fair market value of the assets in the portfolio as of the last business day of the prior quarter.”
- “The initial fee will be payable when the account is established, prorated for the first partial quarter, if applicable.”
How JPS Global Investments, LLC’s fees compare
- Its flat or project fee of $2,000-$40,000 spans the Oregon median of $4,000. 95% of the 92 other Oregon planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in West Linn that publish a flat or project fee charge less.
About JPS Global Investments, LLC
“Offered Portfolio Management JPS primarily engages in investment management but may also provide financial planning and consulting services to its clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2007 (19 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 74
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $74,379,233
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142974
- Phone
- (650) 597-9798
Can advise clients in 2 states: California, Oregon
Other planners in West Linn that publish fees
- Encompass Financial PlanningWest Linn$200/hr, $1,000-$6,000
- Pacific Coast Investment Advisors, LLCWest Linn$250/hr, $500-$2,500
- Veridan WealthWest Linn$500/hr, $500-$25,000
- 2260 WestBend$450/hr, $3,000
- 5 Star InvestingMilton-freewater$250/qtr
- Aegis Financial AdvisoryLake Oswego$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.