MJC Financial Fitness offers investment management and financial planning services, including holistic financial fitness and project-based financial planning. Holistic Financial Fitness includes investment management and comprehensive financial planning, where clients work with a planner to develop and implement their plan. Project-based financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning.
Assets Under Management$1.8M
Clients15
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$1
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.70% |
Fees are negotiable. The above fee schedule applies to both Holistic Financial Fitness and Standalone Investment Management Services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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