WJ Wealth Management offers investment advice and financial planning services. Financial planning covers areas like tax, investment, retirement, and estate planning. Investment advice is provided through managed accounts at LPL Financial, with investment strategies tailored to individual client needs. WJ Wealth Management also offers hourly consulting services.
Assets Under Management$260M
Clients918
Advisors2
Avg. per Client$280K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K+ | 1.00% |
Maximum fee schedule. WJ Wealth Management representatives may negotiate a fee up to the maximum fee listed above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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