Annual reviews, consultations and ad-hoc advising services are included in the annual advisory fee for all JSPM Private Advisory Clients.

We offer one-time financial consulting services at a flat rate to non-current advisory clients. these consultations serve to provide a high level of advice at a controlled cost for those who want a fresh perspective on their accounts and current financial situation. We can advise on personal finance matters, trading strategies, and portfolio management tactics, market environment and technical analysis, as well as more complex financial and business planning issues. 

A financial planning advisory agreement detailing the scope and nature of the consultation must be signed prior to the appointment. To request this form and make an appointment, please email Ryan at ryan@jspmllc.com