MJP Wealth Advisors manages investment portfolios and offers personalized financial planning for individuals, families, and business owners. Founded in 1981 and based in Connecticut, MJP Wealth Advisors focuses on principal protection and total return, using customized stock and bond portfolios as well as proprietary model portfolios, exchange-traded funds, mutual funds, and alternative investments. The firm also provides an automated online investment platform and retirement plan consulting for employers. MJP Wealth Advisors operates as a fiduciary, putting client interests first, and specializes in working with high-net-worth individuals, corporate executives, and retirees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.35% |
| $750K - $1.3M | 1.15% |
| $1.3M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.5M | 0.75% |
| $4.5M+ | 0.75% |
Fees for accounts of $4.5 million and above are negotiable. Uses the previous tier rate for the highest bracket as a baseline.