EJ Financial Corporation offers advice on buying and selling stocks, bonds, mutual funds, and options. They select investments based on a client's goals and objectives. Clients must notify EJ Financial of any changes to their financial situation or investment goals. EJ Financial may use third-party advisors for managed accounts. EJ Financial also offers educational seminars and workshops.
Fee Structure
EJ Financial's fee for investment advice ranges from 0.2% to 2.0% of the assets they manage. The fee is negotiable and depends on whether EJ Financial has the authority to make trades for you without asking first. Fees are generally lower for clients with larger portfolios. Clients with non-discretionary accounts may pay trading fees in addition to advisory fees. Clients will be responsible for custodial and securities execution fees charged by the custodian and executing broker-dealer.