Aja Financial, LLC manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning services covering retirement, risk management, college savings, and more. For clients with assets under management, ongoing financial planning is included as a tool to ensure appropriate investment recommendations.
Assets Under Management$24M
Clients139
Advisors1
Avg. per Client$170K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
The annual fees are negotiable. The total fees charged to the client will not exceed 2% of their assets under management annually. For clients who contracted with Aja Financial LLC prior to January 01, 2024 the advisory fee is a tiered fee. For Clients who contracted with Aja Financial LLC January 01, 2024 and after the advisory fee is a blended fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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