CJS Financial Corporation, founded in 2012, provides investment advisory services to individuals, institutions, and businesses. CJS Financial acts as a solicitor to other investment companies, including Claraphi, Symmetry, 3D Advisors and Eqis. CJS Financial also provides direct advisory services through Folio Institutional. The firm advises on securities transactions, cash flow, college planning, and retirement planning. Advice is provided on a discretionary or non-discretionary basis. Carl J. Smith is also a licensed insurance agent.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
All fees are negotiable. Minimum annual fee is $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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