BJM Financial offers financial planning and investment management services. Financial planning fees are negotiable, ranging from $1,500 to $20,000 per year. Investment management is based on individual client goals and risk tolerance, and can be discretionary or non-discretionary. BJM Financial utilizes independent third-party money managers for most client accounts. The firm also offers advisory services to retirement plans.
Assets Under Management$3M
Clients10
AdvisorsN/A
Avg. per Client$300K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
BJM Financial charges a fee based on the total value of your investments. This fee ranges from 0.5% to 1.0% per year, depending on the complexity of your situation, the total amount you invest, and any other financial planning fees you're paying. This fee is negotiable.
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