MJS Capital offers investment management and financial planning services. This includes creating personalized investment strategies and helping clients with retirement planning, insurance, and other financial goals. MJS Capital works with individuals, families, and businesses to help them achieve their financial objectives.
Assets Under Management$2.5M
Clients11
Advisors1
Avg. per Client$230K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.35% |
Fees are negotiable and based on assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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