Mjt & Associates Financial Advisory Group, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
MJT & Associates offers investment advice and financial planning to individuals, high net worth individuals, trusts, and retirement plans. MJT manages investments using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer financial planning services covering retirement, education, insurance, and other areas. MJT may recommend independent managers for a portion of a client's portfolio. MJT does not take custody of client funds, except for fee deductions.
Assets Under Management$200M
Clients317
Advisors1
Avg. per Client$630K
Avg. per Advisor$200M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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