AJF Capital Management provides investment advisory services on both a discretionary and non-discretionary basis. AJF offers wealth management, retirement planning, estate planning, tax planning, and risk management. For wealth management, AJF uses an asset allocation model with investments from various asset classes. Client accounts are managed according to their goals, liquidity needs, risk tolerance, and tax implications. AJF also provides financial planning services and manages retirement accounts.
Fee Structure
AJF Capital Management offers investment management services where fees are a percentage of your portfolio. These fees may be negotiable. Clients can participate in a wrap fee program, which covers both AJF's fee and the costs of trading.
Here are the fees for different strategies:
-
Traditional/Sustainable Asset Management:
- $100,000 - $499,000: 1.40% per year
- $500,000 - $999,999: 1.25% per year
- Over $1,000,000: 1.00% per year
-
Strategic Investment Strategy: 0.90% per year (minimum account size $25,000)
-
Alpha Portfolio: 2.00% per year (minimum account size $250,000)
For non-discretionary investment advisory services:
- $250,000 - $2,500,000: 1.00%
- $2,500,001 - $5,000,000: 0.75%
- Over $5,000,001: 0.50%