The Just Company offers financial planning and investment portfolio management services. Financial planning covers areas like taxes, investments, insurance, estate planning, and retirement. Investment management is tailored to each client's goals and risk tolerance. Mark W. Just may sell insurance and investment products to clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.60% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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