MJM Investment Advisors, Inc. offers investment management services through several different strategies. These include balanced portfolios (Aggressive Growth, Moderate Growth, and Conservative Growth & Income), stock-only portfolios (Opportunistic Equity, High Dividend Yield Equity, and Core Growth Equity), and an Enhanced Cash strategy. MJMIA manages each client's portfolio separately based on their individual needs and may accommodate client restrictions on certain investments. MJMIA earns revenue solely from asset management fees.
Assets Under Management$39M
Clients40
Advisors1
Avg. per Client$980K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.85% |
| $1M+ | 0.75% |
These fees apply to Balanced Portfolio Management, Opportunistic Equity, High Dividend Yield Equity, and Core Growth Equity. Fees are negotiable above $1 million initial account size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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