WJ Interests is a registered investment advisor based in Sugar Land, Texas, that offers comprehensive wealth management, financial planning, and investment management services primarily to individuals and families. The firm acts as a legal fiduciary, meaning they are required to act in your best interest. WJ Interests develops tailored financial strategies that cover net worth statements, cash flow planning, estate plan reviews, college savings plans, insurance needs, and portfolio design. They manage investment portfolios by combining asset allocation strategies with selected money managers, primarily utilizing mutual funds and exchange-traded funds. Additionally, for qualified clients, the firm offers access to alternative investments through platforms like GLASfunds. WJ Interests also provides succession and exit planning services exclusively for closely held business owners who are ongoing wealth management clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
The wealth management fee also includes a flat fee of $5,000 per year. Fees are negotiable based on account complexity and size.