TJ Capital Holdings provides investment management services to individuals and institutions, aiming for superior risk-adjusted returns. They manage separately managed accounts and offer different portfolios based on investment goals: Income, Income Growth, and Growth. Their unique policy is "No Profit, No Fee," and they customize services to align with client interests.
Assets Under Management$38M
Clients45
Advisors2
Avg. per Client$840K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $2.5M | 1.60% |
| $2.5M - $5.0M | 1.40% |
| $5.0M - $7.5M | 1.20% |
| $7.5M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Schedule shown is for the TJ Growth Portfolio. TJ Income Portfolio: First $1,000,000, 1.2%; Next $1,500,000, 1.1%; Next $2,500,000, 1.0%; Next $2,500,000, 0.9%; Next $2,500,000, 0.7%; Over$10,000,000, 0.5%. TJ Income Growth Portfolio: First $1,000,000, 1.6%; Next $1,500,000, 1.4%; Next $2,500,000, 1.2%; Next $2,500,000, 1.0%; Next $2,500,000, 0.8%; Over$10,000,000, 0.6%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...