Advisor at JFS Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JFS Wealth Advisors, LLC
Location
Hermitage, PA 16148
Credentials
CFA®
Industry experience
5 years
Fixed fees for financial planning, tax planning, advisory, consulting, and other services as detailed in client engagement letters; non-negotiable and payable upon completion.
$0 - $1,000,000: 1.0% for first $1,000,000 (Wealth Management Services) $1,000,001 - $2,000,000: 0.9% of next $1,000,000 (Wealth Management Services) $2,000,001 - $3,000,000: 0.8% of next $1,000,000 (Wealth Management Services) $3,000,001 - $4,000,000: 0.7% of next $1,000,000 (Wealth Management Services) $4,000,001+: 0.6% on assets greater than $4,000,000 (Wealth Management Services) $0 - $5,000,000: 0.80% of first $5,000,000 (Family Wealth Services) $5,000,001 - $15,000,000: 0.50% of next $5,000,000 (Family Wealth Services) $15,000,001 - $25,000,000: 0.45% of next $10,000,000 (Family Wealth Services) $25,000,001+: 0.40% of assets greater than $20,000,000 (Family Wealth Services) $0+: 1.25% of assets (Investment Advisory Services)
Insurance commissions earned by affiliate Focus Risk Solutions, LLC for insurance product sales; not directly charged by JFS but represent a conflict of interest when recommending insurance products.
Hourly rates charged for tax return preparation, consulting, and other advisory services; specific rates depend on professional and complexity; billed upon completion.
Account minimum: $600,000 aggregate account minimum for Wealth Management Services (discretionary) Minimum fee: $1,500 per quarter minimum for Wealth Management Services; $750 per quarter minimum for Investment Advisory Services; $8,500 per quarter minimum for Family Wealth Services; $3,000 per year / $750 per quarter minimum for Business Retirement Plan Services Fee-only: Fixed fees for financial planning and consulting services ranging from $2,400 to $5,400 plus asset management fees for clients with less than $600,000 investable assets; fees are fixed and non-negotiable after 5-day grace period.
JFS Wealth Advisors, LLC
2023 - Present (3 years)
JFS Wealth Advisors, LLC
2019 - 2023 (4 years)
Ernst and Young
2010 - 2019 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Series 66
Greenville, PA
Edward Jones
Series 66
Hermitage, PA
Edward Jones
Series 66
Youngstown, OH
Merrill
Thomas Detoro is the Resident Director and Wealth Management Advisor in the Canfield, Ohio office, where he works as part of the Beato & DeToro Group. He focuses on delivering the Merrill experience through a Goals Based Wealth Management Process, providing personalized financial strategies to clients. His role emphasizes understanding client needs to develop comprehensive wealth management plans that address family wealth strategies, legacy planning, managing new wealth, and retirement income. Thomas has held leadership roles including five years as Associate Resident Director in Hermitage, Pennsylvania before consolidating with the Canfield office. He holds a Bachelor's degree from Youngstown State University and a Master's degree in Personal Financial Planning from the College for Financial Planning. His professional designations include Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is active in his community, serving on the Board of Directors for United Way of Mercer County and Whole Life Services, Inc. Thomas has deep ties to the region as a lifelong resident of the Mahoning Valley and currently lives in Boardman with his wife.
Series 63, Series 66
Hubbard, OH
Edward Jones
Series 63, Series 65
Hubbard, OH
Edward Jones
Series 66
Youngstown, OH
Fidelity
Alexander Shortreed currently serves as a Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of financial professionals who work with clients to support their financial goals. Prior to this, he held positions at Fidelity Investments as a Planning Consultant from 2022 to 2023 and as a Financial Representative from 2021 to 2022. Earlier in his career, he worked as a Financial Planning Assistant at Ameriprise from 2017 to 2021. Throughout his career, Alexander has gained experience in financial planning and client relationship management. Outside of his professional responsibilities, he enjoys spending time with friends, participating in social events, and engaging in activities such as golf, hiking, movies, music, and snowboarding.
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