A J Feldman Financial, LLC (AJFF) provides investment advice and management, financial planning, and advisory account reviews to a variety of clients. AJFF manages investments including exchange-traded funds, mutual funds, stocks, and bonds, and has the authority to make trades without asking clients first. Financial planning services cover retirement, taxes, college, estate, business succession, budget analysis, and risk management. All services are tailored to individual client needs.
Assets Under Management$140M
Clients140
Advisors1
Avg. per Client$970K
Avg. per Advisor$140M
facebook.com/ajfeldmanfinancial ·www.linkedin.com/company/aj-feldman-financial ·www.ajfeldmanfinancial.com
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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 are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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