FNJ 3, LLC offers financial planning advice including portfolio management, asset allocation, budgeting, insurance, income tax planning, retirement planning, pension consulting and estate planning. FNJ 3 tailors its investment advisory services to the individual needs of clients and will accept certain restrictions on the types of securities in which they invest. The firm's primary investment strategy is to buy and hold securities.
Assets Under Management$40M
Clients20
Advisors1
Avg. per Client$2M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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