MEJ Wealth Advisors offers financial planning and investment management services. Financial plans can be comprehensive or focus on specific areas like investments, insurance, taxes, retirement, education savings, or estate planning. Investment management includes allocation recommendations, investment analysis, and ongoing monitoring. MEJ Wealth Advisors also provides consultation services for business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Clients that engage MEJ Wealth Advisors for Financial Planning and the Investment Management Program will negotiate a fixed fee for Financial Planning based upon the complexity of the client’s individual financial status and the services being delivered and this fixed fee may be negotiated to reduce in part or in full the quoted assets under management fees.