WJL Financial Advisors provides financial planning and portfolio guidance. WJL offers a no-obligation consultation to determine if their services fit your needs. They develop initial financial plans and offer ongoing annual advisory services, including financial plan updates, portfolio guidance, and tax planning and preparation. WJL recommends low-cost index funds and passively managed funds. Clients retain asset control and must approve trades.
Fee Structure
WJL Financial Advisors provides portfolio guidance, recommending low-cost index funds and passively managed funds. If you choose to have WJL execute trades, you'll need to open an account with their recommended broker-dealer. WJL will obtain your approval before making any trades. They do not charge a percentage of your portfolio. Instead, this service is part of the annual advisory services program, which has a flat fee.