KEJ Financial Advisors offers financial services including tax preparation, tax planning, estate planning, risk management, retirement planning, and business development. KEJ is a fee-only firm, meaning it doesn't sell investments or insurance products and doesn't receive commissions or referral fees. Services are tailored to each client's objectives.
Assets Under Management$73M
Clients40
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$73M
Fee Structure
KEJ Financial Advisors does not manage investments directly. They provide advice and recommendations, but clients execute trades themselves. They recommend no-load mutual funds.
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