CJC Wealth Management (CJCWM) offers portfolio management tailored to individual client goals, including investment strategy, asset allocation, and regular monitoring. CJCWM also provides financial planning covering investments, insurance, retirement, education, and debt. Educational seminars are offered to federal agencies and clients. CJCWM generally advises on mutual funds, fixed income, insurance products, equities, ETFs, and treasury inflation-protected bonds.
Assets Under Management$92M
Clients72
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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