Mars Jewett Financial Group (MJFG) provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. MJFG manages investment portfolios, primarily using mutual funds and exchange-traded funds (ETFs). MJFG also allocates client assets to independent investment managers. Financial planning covers business, trust, estate, insurance, retirement, risk management, charitable giving, education, and portfolio design.
Assets Under Management$730M
Clients671
Advisors7
Avg. per Client$1.1M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
MJFG may negotiate a different fee rate for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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