Michael Smith is a registered investment advisor at Chj Wealth Management, based in The Woodlands, TX. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 286 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CHJ Wealth Management's investment management fee varies between 1.00% and 2.00% per year, depending on the amount you invest, the investment style, the complexity of your situation, and the type of services you need. Fees may be negotiable based on the amount you invest, related accounts, and the type of assets. The fee is calculated based on the value of your portfolio at the end of the previous quarter and is paid quarterly in advance.
Location
10200 Grogan'S Mill Road, Suite 430, The Woodlands, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Chj Wealth Management
State Registrations2 states
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