WJ Financial Advisors (WJFA) provides financial planning and investment management services. WJFA determines investment goals, time horizons, and risk tolerance to create investment strategies, select investments, and allocate assets. WJFA also offers financial planning services, including retirement strategy, risk management, tax reduction, and estate preservation. WJFA acts as a limited-scope ERISA 3(21) fiduciary that can advise, help, and assist plan sponsors with their investment decisions.
Fee Structure
WJ Financial Advisors offers investment management and financial planning services for a combined annual fee based on the value of your portfolio. WJFA will not charge more than 1.25% annually to any client. The annual fee is negotiable based upon certain criteria. Fees are billed quarterly.