William Joseph Capital Management (WJCM) provides investment advice and financial planning to individuals, high-net-worth individuals, charitable organizations, and businesses. WJCM offers portfolio management, creates investment policy statements, and manages portfolios on a discretionary or non-discretionary basis. WJCM also provides financial planning services, including retirement, education, and estate planning. WJCM may refer clients to sub-advisors for asset management.
Fee Structure
WJCM's advisory service fees are negotiable and range from 0.60% to 1.35% annually, billed quarterly. The fee is based on the size of the account, the relationship, and the services provided. If you engage WJCM for wealth management services, financial planning services are included in the investment management fees. Additional hourly fees may be charged for more complex financial planning services with mutual agreement.