Joey Banghart is a registered investment advisor at Cjc Wealth Management, based in Olney, MD, with 21 years of industry experience. Joey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Federal Employees, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 72 clients with $92M 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 negotiable.
Fee Estimator
Location
Olney, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cjc Wealth Management
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Princor Financial Services Corporation
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.