MJC Advisors offers investment advisory services where they manage your investments for you. They also offer financial planning and consulting services. MJC works with individuals, high net worth individuals, trusts, estates, pensions, and profit-sharing plans. MJC creates investment strategies tailored to each client's needs, considering factors like risk tolerance and financial goals. They primarily invest in mutual funds and exchange traded funds, and may also invest in individual stocks.
Assets Under Management$170M
Clients87
Advisors2
Avg. per Client$2M
Avg. per Advisor$86M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and will not exceed 1.00% annually. The annual investment advisory fee varies depending upon objective and subjective factors.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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