FJP Portfolio Management manages client investment portfolios with the goal of long-term total return through capital appreciation and income. FJP's investment strategy is to buy and hold securities, continuously reassessing their investment merits. Investments can include bonds, equities, mutual funds, exchange traded funds, and money market accounts. Client accounts are held at Charles Schwab.
Assets Under Management$29M
Clients23
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$75K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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