LJI Wealth Management offers wealth management services that include both investment management and comprehensive financial planning. They work with clients to understand their goals, risk tolerance, and financial situation to create and manage a suitable investment portfolio. Financial planning services cover areas like taxes, retirement, estate planning, and insurance. LJI Wealth Management also provides standalone financial planning services for an hourly or fixed fee.
Assets Under Management$1.1B
Clients1,613
Advisors13
Avg. per Client$660K
Avg. per Advisor$82M
ljiwm.com ·www.facebook.com/lji-wealth-management-15916105... ·www.linkedin.com/company/lji-wealth-management
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Maximum fee is 1.4%, which is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...