Our relationships are built on Trust, Honesty, Transparency, Performance and Accountability
Fiduciary duty to our clients
At AJFS, we uphold ethical values and take them very seriously throughout every relationship.. our duty of loyalty and care governs us every step of the way… we believe when a client chooses our advisory services, they are entrusting us with their future and future of their loved ones.
This is one of the main reasons we chose to be fee-based advisors; our fee is based on the assets under management (amounts invested under our advisory), in contrast with the widespread approach of charging commissions, transaction fees or account set up fees which we do NOT accept.
In this manner, our fee is based on your current account values not on deposits taken or transactions placed. If your account shrinks so do our fees. We do Not charge performance fees.
For over two decades of advisory we have advocated for transparency by providing detailed program and advisory fees.
Perspectives and values that guide our Advisory Services
- Appreciating and valuing you
- Being your most trusted advisor on all financial and life curve balls
- Listening to you and asking questions to help you identify and articulate your needs and goals
- Working with you to alleviate worries that keep you awake at night
- Anticipating future changes and proactively working though them with you
- Keeping you up to date and on track on all your financial matters
- Staying up to date on tax law changes
- Educating you on retirement savings and other financial topics
- Providing easy to read account statements and reports
Copyright © 2015 Ahmet Jakupi Financial Services. All Rights Reserved.
Private Wealth Management - Investment Management - Financial Advisors
Incorporated under Wagner Jakupi Financial Solutions Inc.