Brj Wealth Management
Assets Under Management
$4.0M
Number of Clients
10
Number of Advisors
1
Average Client AUM
$400K
AUM per Advisor
$4.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BRJ Wealth Management LLC offers continuous investment advice and financial planning services tailored to individual client needs. They develop investment policies, manage portfolios, and provide financial plans addressing various areas like business planning, cash flow, retirement, and tax strategies.
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location
MI, United States
