MJM Financial Advisors offers financial planning and investment management services to individuals and families. Financial planning covers areas like retirement, cash flow, estate, and tax planning. Investment management involves creating a plan and managing assets, primarily using mutual funds and ETFs. MJM works with clients to understand their risk tolerance and financial goals.
Assets Under Management$49M
Clients26
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.35% |
Minimum annual fee of $5,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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