BJO Wealth Management offers investment management based on individual client goals and risk tolerance. They create and manage portfolios, rebalancing as needed. BJO Wealth Management also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. They offer both discretionary and non-discretionary services.
Assets Under Management$27M
Clients60
Advisors2
Avg. per Client$450K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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