PJS Investment Management offers continuous asset management based on client needs and goals. They create and manage portfolios based on a client's investment policy. PJS also provides financial planning services exclusively to clients who use their portfolio management services. They also offer retirement plan services to pensions, profit sharing, and 401(k) plans.
Assets Under Management$790M
Clients482
Advisors7
Avg. per Client$1.6M
Avg. per Advisor$110M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Clients retained prior to December 2008 may pay investment advisory fees based on a lower fee schedule. Fees may be negotiable. Certain related client accounts may be grouped for the purpose of achieving the minimum account size and determining the annualized fee. Fees associated with accounts managed by PJS for employees are waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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