MJB Financial Planning provides financial planning and investment management services. The firm offers wealth management, which combines financial planning and investment management. Financial planning includes advice on cash flow, goal planning, risk management, tax planning, investment planning, and estate planning. MJB Financial Planning also offers a limited scope financial planning service as a first step in establishing an ongoing relationship.
Assets Under Management$51M
Clients21
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable at the discretion of Matthew Buckwalter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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