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Fiduciary Investment Consulting in Seal Beach, CA
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Why Fee Only?

At JST you can relax and know what you’ll pay before trusting your investment assets with us. No sales pitches! JST’s fundamental advisory approach is modeled by the Fee-Only advisor model.* The only thing true Fee Only advisors “sell” is their professional assistance and advice. We work solely for our clients, focusing only on their best interests.

True Fee-Only advisors receive no compensation from any product recommended. We do not represent any product or company; we only represent you, the client. Our compensation comes only from the fees paid by our clients. We NEVER accept commissions, trails, cross-selling fees, referral fee arrangements, kickbacks, surrender fees, sales contests, “educational cruises” and vacations, or “free” gifts.

Because Fee-Only advisors have no monetary interest in your purchase or investment decision, you do not have to wonder if the recommendations offered are being influenced by commissions or other forms of vendor-paid compensation. Because there are no third-party influences to color the financial and investment recommendations rendered, Fee-Only advisors can concentrate on providing the highest level of personalized service and offer professional, independent, unbiased advice.

JST has three options of advisory fee compensation, a flat fee for financial planning services, a percentage fee for assets under our management, or a consulting fee for client directed accounts. Each client is different and fees are negotiable based on the complexity of each person or family’s financial situation.

~Financial Lesson~

Your Mindset is the Key to Financial Health

What does the word “money” bring to mind? Are the associations positive or negative?

Beliefs about money are complicated. It’s a symbol of one’s self: respect, love, freedom, control, power, worth, and much more (depending on the person).

Having a healthy relationship with money and using it to create success require you to understand the beliefs and internal scripts driving your behavior. Trying to build strong financial habits without the right mindset is like driving down the highway with your emergency brake on.

“As a financial professional, I think about wealth in terms of the opportunities it offers and as a tool for good. But, I’ve realized that everyone who walks in my office doesn’t view money the same way. For some people, money is uncomfortable and something they’d rather not think about. Others tie wealth to their definitions of success and self-worth.”

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