Assets Under Management
$5.1B
Number of Clients
198
Number of Advisors
5
Average Client AUM
$25.6M
AUM per Advisor
$1.0B
Compensation
Fee-Only (AUM)Fixed/Hourly
MJ Retirement offers customized advisory services to retirement plans, foundations, endowments, corporations, and wealthy individuals. Services include investment objective establishment, IPS development, asset allocation analysis, investment manager search, and fiduciary services. They also offer financial planning and investment advisory services to wealth management clients.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees negotiable for assets over $2,000,000.
571 Monon Blvd, Suite 400, Carmel, IN, 46032