DJ Wealth Systems offers ongoing portfolio management services, creating investment plans tailored to each client's goals, risk tolerance, and time horizon. DJWS requires authority to make trades without asking first. DJWS generally limits its investment advice to fixed income securities, equities, ETFs and commodities. DJWS does not participate in wrap fee programs.
Assets Under Management$44M
Clients20
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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