AJP Financial Services provides financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college, estate, insurance, investments, retirement, risk management, and tax strategies. Investment management is tailored to client goals and risk tolerance, primarily using mutual funds and ETFs. AJP Financial may recommend unaffiliated investment managers. AJP Financial also provides retirement plan consulting services to plan sponsors.
Fee Structure
AJP Financial offers investment management services. For clients who had a relationship with Anthony J. Passerini before 2018, fees are negotiable up to 2.5% of the value of your portfolio. New clients after 2017 pay a flat annual fee between $10,000 and $50,000 for financial planning and investment management combined. This fee is negotiable based on the complexity of your situation and the advisor providing services. Clients also incur additional transaction and custodial charges.