Wallace Jones is a CFA-designated registered investment advisor at Wj Financial Advisors, LLC, based in Killingworth, CT, with 18 years of industry experience. Wallace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 238 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WJ Financial Advisors offers investment management and financial planning services for a combined annual fee based on the value of your portfolio. WJFA will not charge more than 1.25% annually to any client. The annual fee is negotiable based upon certain criteria. Fees are billed quarterly.
Location
255 Route 80, Suite 201, Killingworth, CT, 06419
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wj Financial Advisors, LLC
State Registrations1 state
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