J. Safra Asset Management Corporation Fees & Minimum

Overview

Headquarters: New York City, NY
Total Firm Assets: $6.3 billion
Average High-Net-Worth Client Portfolio Size: $1.8 million
Stated Minimum Account Size: $10,000,000

Fee Disclosure

Source: JSAM ADV PART II BROCHURE 2026 (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	1.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	Below minimum client size
$10 million	$150,000	1.50%
$50 million	$750,000	1.50%
$100 million	$1,500,000	1.50%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 89.11%
Number of High-Net-Worth Clients: 3,079
Total Client Accounts: 3,440
Discretionary Accounts: 3,429
Non-Discretionary Accounts: 11

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 131243

JSAM ADV PART II BROCHURE 2026 (2026-03-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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J. Safra Asset Management Corporation