SJC Capital provides wealth management services to successful families and individuals. SJC Capital offers financial planning services, including life and inter-generational cash, asset, and liability assessment. SJC Capital also provides pension consulting services to corporate and institutional pensions. SJC Capital specializes in transparent and readily liquidated securities.
Assets Under Management$1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1M
Fee Structure
Minimum Investment:$10M
Planning is included in investment management (also available separately)
SJC Capital charges a percentage of your portfolio each year. The fees are:
- Portfolio of external strategies: 1% per year
- Exchange Listed Securities & ETFs: 2% per year management fee (or 20% performance fee with high watermark) + 2% one off set-up fee.
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