MJ Retirement offers customized advisory services to retirement plans, foundations, endowments, corporations, and wealthy individuals. Services include investment objective establishment, investment policy statement development, asset allocation analysis, and investment manager search and monitoring. For individuals, MJ Retirement provides financial planning and investment advisory services on both discretionary and non-discretionary bases.
Assets Under Management$5.1B
Clients198
Advisors5
Avg. per Client$26M
Avg. per Advisor$1B
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees for the portion of investment assets under advisement in excess of $2,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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