TJW Fiduciary Plan Consultants provides financial planning and investment advice services, focusing on employee benefits and retirement planning. They offer portfolio management services through the selection of third-party money managers. TJW advises on stocks, bonds, mutual funds, and exchange-traded funds. They also provide services to retirement plans, acting as either a limited scope advisor or an investment manager.
Assets Under Management$3.7M
Clients42
Advisors1
Avg. per Client$88K
Avg. per Advisor$3.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | 1.25% |
| $20K - $500K | 1.00% |
| $500K - $750K | 0.88% |
| $750K - $1.0M | 0.78% |
| $1.0M - $1.5M | 0.68% |
| $1.5M - $2.0M | 0.57% |
| $2.0M - $2.5M | 0.47% |
| $2.5M - $5.0M | 0.38% |
| $5M+ | 0.30% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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