Who we serve
Financial advice built around your life, not around our products
Whether you are navigating a career transition, managing a windfall, or preparing for retirement, JAADE Finance advisors provide independent guidance aligned with your financial goals.
25+
Years of advisory experience
100%
Fee-only compensation
1:1
Dedicated advisor relationship
4×/yr
Proactive portfolio reviews
Our approach
Independent advice for the decisions that define your financial future
Significant financial decisions rarely arrive on a convenient schedule. A career change, an inheritance, the vesting of stock options, or the approach of retirement each demands a plan that accounts for your specific circumstances, tax position, and long-term objectives.
JAADE Finance advisors operate on a fee-only basis. We do not earn commissions on products we recommend. This structure ensures that the advice you receive is aligned with your financial goals rather than with our revenue.
Every client is assigned a dedicated advisor who initiates contact proactively. You will not be left waiting for a quarterly statement to learn how your portfolio is positioned.
Services
What we do for individuals
Investment management
We construct diversified portfolios based on your risk tolerance, time horizon, and specific financial goals. Asset allocation is reviewed quarterly and adjusted as your circumstances evolve.
Tax planning
Our advisors coordinate with your tax professional to identify strategies that may reduce your tax burden. This includes tax-loss harvesting, Roth conversion analysis, and capital gains management.
Estate preparation
We help you structure beneficiary designations, trust considerations, and wealth transfer strategies so that your assets are distributed according to your intentions.
Life transitions
When individuals typically engage JAADE Finance
Career transitions
Changing employers, starting a business, or receiving a significant promotion often triggers new decisions about compensation packages, 401(k) rollovers, and equity vesting schedules.
Our advisors evaluate the full picture: deferred compensation, stock option timing, and cash flow adjustments that accompany a career shift.
Windfall events
An inheritance, insurance settlement, or the exercise of stock options introduces both opportunity and tax complexity. Decisions made in the first 90 days often have lasting consequences.
We provide a structured assessment of your options, including tax-efficient deployment strategies and liquidity planning.
Approaching retirement
The transition from accumulating assets to drawing income from them requires a different set of strategies. Social Security timing, required minimum distributions, and healthcare cost projections all factor into a credible retirement plan.
Our advisors model multiple scenarios so you can see how different retirement dates and spending levels affect your portfolio over a 20- to 30-year horizon.
Ongoing wealth stewardship
Financial planning is not a one-time event. Tax law changes, market conditions, and personal circumstances evolve. Your plan should evolve with them.
We conduct proactive quarterly reviews and reach out when regulatory or market developments affect your position.
Fee structure
Transparent, fee-only compensation
JAADE Finance advisors are compensated exclusively through advisory fees. We do not receive commissions, referral bonuses, or revenue sharing from third-party product providers. Fees are disclosed before engagement begins.
| Portfolio value | Annual advisory fee |
|---|---|
| Up to $500,000 | 1.00% |
| $500,001 – $1,000,000 | 0.85% |
| $1,000,001 – $5,000,000 | 0.65% |
| Over $5,000,000 | Negotiated |
Fees are billed quarterly in arrears. No entry fees, exit fees, or hidden charges apply. See our full disclosures for details.
Your next step is a conversation, not a commitment
An initial consultation with a JAADE Finance advisor is at no cost and carries no obligation. We will discuss your current financial position, identify areas of opportunity, and determine whether our advisory approach is appropriate for your situation.
Important disclosure
JAADE Finance does not guarantee investment returns. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The fee schedule shown above is illustrative and subject to the terms of your advisory agreement. Tax planning strategies discussed on this page are general in nature and do not constitute tax advice. Please consult a qualified tax professional regarding your specific situation. This content is for informational purposes only and does not constitute investment, legal, or tax advice.