A J Feldman Financial, LLC manages investment portfolios and provides personalized financial planning for individuals, families, businesses, and other organizations. A J Feldman Financial, LLC builds portfolios using exchange-traded funds, mutual funds, stocks, and bonds, focusing on a long-term buy-and-hold strategy. In addition to investment management, A J Feldman Financial, LLC offers financial planning covering retirement, taxes, estate planning, insurance, college funding, and business succession. Clients can also hire A J Feldman Financial, LLC for hourly financial consulting on specific topics. The firm operates as a registered investment advisor based in Deerfield, Illinois, and is wholly owned by Andrew J. Feldman.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees for accounts over $5,000,000 are negotiable.