CHJ Wealth Management offers investment management, financial planning, estate planning, and retirement income planning. Investment management is tailored to each client's individual needs. CHJ primarily manages accounts with the authority to make trades without asking first, but clients can request specific investments or restrictions. Two CHJ employees can also offer brokerage and insurance products through another firm, which may create a conflict of interest.
Fee Structure
CHJ Wealth Management's investment management fee varies between 1.00% and 2.00% per year, depending on the amount you invest, the investment style, the complexity of your situation, and the type of services you need. Fees may be negotiable based on the amount you invest, related accounts, and the type of assets. The fee is calculated based on the value of your portfolio at the end of the previous quarter and is paid quarterly in advance.