Richard Bregman is a CFA-designated registered investment advisor at Mjb Asset Management LLC, based in New York, NY, with 4 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 93 clients with $130M 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 $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are generally not negotiable; however, MJB reserves the right to modify its fee structure in light of a client’s special circumstances.
Fee Estimator
Location
1330 6th Avenue, Suite 23A, New York, NY, 10019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mjb Asset Management LLC
State Registrations1 state
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