Who is Folio Institutional?

All financial advisors use a brokerage firm. We chose Folio Institutional by Goldman Sachs for a number of reasons.

Why Folio?

  • They allow our clients to be the only ones with access to the money in their account. jazzWealth can only manage the account on your behalf.
  • They do not charge trading commissions to our clients, so we're free to invest in a way that's 100% best for you.
  • They use fractional shares which means we can make every dollar count! It also means that the smaller, beginner investor is not limited by account size.

* Folio Institutional is a registered & insured brokerage firm, member FINRA/SIPC