TRJ Wealth Management offers investment advice to individuals, trusts, estates, pensions, and profit-sharing plans. TRJ may recommend unaffiliated money managers in a managed account program. TRJ assists clients in establishing investment objectives, selecting money managers, and monitoring their activities. The overall fee will not exceed 3% annually.
Assets Under Management$2.4M
Clients18
Advisors1
Avg. per Client$130K
Avg. per Advisor$2.4M
Fee Structure
Investment management only (planning not offered)
TRJ Wealth Management charges an investment advisory fee ranging from 1.25% to 1.50% of your portfolio's value per year, depending on the size and complexity of your account. More complex relationships may be charged a higher fee, not to exceed 3%. Fees may be negotiable.
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