MJB Asset Management offers investment management services to individuals and institutions. For individuals, MJB evaluates their financial goals, risk tolerance, and time horizon to create a suitable investment portfolio using mutual funds, exchange-traded funds (ETFs), and individual securities. MJB also provides consultation services to qualified retirement plans, including selecting and monitoring mutual fund options for plan participants and reviewing plan expenses.
Assets Under Management$130M
Clients93
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are generally not negotiable; however, MJB reserves the right to modify its fee structure in light of a client’s special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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