La Jolla Institute For Wealth Management (LJIWM) offers personalized financial and investment management. They invest client assets in stocks, bonds, and cash, typically with a balanced approach. LJIWM provides advice through consultations, covering financial objectives, problems, cash flow, insurance, investments, and education funding. LJIWM does not make investment decisions without client approval. They utilize AssetMark, Inc.’s Morningstar Managed Portfolios (MMP) for managed portfolio investing services. LJIWM is a fee-based firm and does not sell commissioned products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual investment management fee is based upon a percentage of the assets under management up to 1% per annum. The minimum annual fee is $5,000.00 and is NEGOTIABLE. Current client relationships may exist where the fees are higher or lower than the fee schedule above.