Financial Planning (MAX)
$15 Monthly Subscription
or
$144 Annual Subscription
(20% discount to the monthly rate)
Indexed Asset Management
$25 Monthly Subscription
or
$240 Annual Subscription
(20% discount to the monthly rate)
Lowest Fee Structure In The Industry
Technology that drives customer experience and operational efficiency keeps our costs down, which results in lower fees for our clients.
Planning + Asset Management
$40 Monthly Subscription
or
$384 Annual Subscription
(20% discount to the monthly rate)
Maximum Service At Minimum Cost
$385,440.00 In Accumulated Fee Savings
© 2025 JH Kaufman. All rights reserved.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the Firm for further information.
OFFICE ADDRESS
JH Kaufman LLC
401 N Michigan Ave, Suite 1200
Chicago IL 60611
ABOUT JH KAUFMAN
Founded in 2017, we are a premier advisory firm that
redefines and elevates the financial services experience for the
benefit our clients, not ourselves.