Mark Majka is a CFA-designated registered investment advisor at Mjm Investment Advisors, INC., based in Franklin, MA, with 14 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.85% |
| $1M+ | 0.75% |
These fees apply to Balanced Portfolio Management, Opportunistic Equity, High Dividend Yield Equity, and Core Growth Equity. Fees are negotiable above $1 million initial account size.
Fee Estimator
Location
Franklin, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Since 2020, Mark serves as an outsourced Chief Investment Officer for Pension and Wealth Management Advisors (PWM), spending about a quarter of his time. His duties include monitoring global capital markets and providing input on model portfolio construction.
Employment History
Current Registrations
Mjm Investment Advisors, INC.
Previous Registrations
Kastel Capital Advisors, LLC
State Registrations2 states
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