CJS Financial Corporation provides comprehensive financial planning and investment management services for individuals, institutions, and businesses. The firm helps clients navigate various financial matters, including cash flow management, college planning, retirement planning, taxation issues, and estate planning. Advisory services are offered on either a discretionary or non-discretionary basis, allowing clients to maintain control over final investment decisions or delegate trading authority to the firm. Portfolios may include exchange-traded funds, mutual funds, equities, options, and bonds. In addition to direct asset management, the firm acts as a solicitor for other investment advisory firms.
Fee Structure
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.