EJL Asset Management offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. EJL creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in the selection of a suitable portfolio. EJL may invest in mutual funds, equities, bonds, ETFs, real estate, hedge funds, and other securities.
Assets Under Management$95M
Clients19
Advisors1
Avg. per Client$5M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
EJL Asset Management charges an annual fee based on the value of your investments. The fee ranges are:
- Equity Securities: 0.50% to 1.00% of the value of your portfolio
- Fixed Income Securities: 0.30% to 0.50% of the value of your portfolio
These fees are negotiable.
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