SJC Capital Advisors LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. SJC creates an Investment Policy Statement for each client to aid in the selection of a portfolio that matches their specific situation. SJC also offers consulting services to pension or other employee benefit plans, including 401(k) plans.
Assets Under Management$31M
Clients19
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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