CJW Capital offers customized investment advice and financial planning to individuals, high net worth individuals, institutions, charities, corporations, and retirement plans. CJW creates investment strategies based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds and ETFs. They may also recommend individual stocks, bonds, or alternative investments. CJW also offers Donor Advised Fund services and retirement plan advisory services.
Assets Under Management$81M
Clients153
Advisors3
Avg. per Client$530K
Avg. per Advisor$27M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees may be negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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