CSJ Wealth Management manages investment portfolios for individuals, trusts, estates, charitable organizations, ERISA plans, corporations and other business entities. They create customized investment plans based on each client's unique needs and risk tolerance. CSJ Wealth primarily uses mutual funds and ETFs to build diversified portfolios, and may also advise on private funds already held by clients. Financial planning services are offered through an outsource agreement with Delegated Planning.
Assets Under Management$62M
Clients23
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable based on the scope and complexity of services, account size, and length of relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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