SJ Capital Management (SJCM) provides ongoing investment management based on your goals and risk tolerance. They create a plan to select a portfolio that fits your specific situation. SJCM also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily advise on mutual funds, stocks, bonds, ETFs, and other securities.
Assets Under Management$82M
Clients60
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for amounts over $1,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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