JLJ Capital Management provides investment management services tailored to each client's investment needs, goals, and risk tolerance. Accounts are managed on a discretionary or non-discretionary basis. The firm also offers financial planning, retirement planning, and trust and estate planning. JLJ may directly manage client assets or use third-party independent portfolio managers through Envestnet.
Fee Structure
JLJ Capital Management charges an annual investment management fee based on the amount of your assets under management. The fee is negotiable and determined when you sign the client agreement, based on the complexity of your situation. The fees vary based on whether your portfolio is equity and balanced or fixed income. For unmanaged accounts, you will compensate JLJ Capital a quarterly fee of 1/4 of 1% per year on the total balance of the account.