AJ Advisors offers investment management, financial planning, and consulting services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. AJ Advisors manages investments based on client objectives and may provide financial planning on a stand-alone basis. They also offer retirement plan services to employers and participants.
Assets Under Management$300M
Clients389
Advisors3
Avg. per Client$780K
Avg. per Advisor$100M
www.linkedin.com/company/ajadvisors ·www.youtube.com/channel/ucot2gtztqlpmhtfsnuu5mh... ·www.ajadvice.com
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
These fees apply to the Strategic Asset Management strategy. Traditional Asset Management fees are: 1.00% on the first $250,000, 0.75% on the next $750,000, and 0.50% above $1,000,000. 529 Plan Asset Management and Individual Fixed Income Products have a flat fee of 0.50% on the total balance. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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