DHJJ Financial Advisors offers investment advice and manages portfolios for individuals. They also provide financial planning, which includes a review of your financial situation, tax planning, insurance, retirement planning, and estate planning. DHJJ Financial Advisors also offers retirement plan services to plan sponsors, assisting with investment selection and participant education.
Assets Under Management$540M
Clients390
Advisors7
Avg. per Client$1.4M
Avg. per Advisor$78M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may vary depending on the services provided. Clients with less than $250,000 are charged 1.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...