AJD Wealth Management is a fee-only registered investment advisor that provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and pension and profit sharing plans. AJD Wealth develops personalized investment plans and manages portfolios based on client goals, risk tolerance, and tax considerations. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies.
Assets Under Management$15M
Clients45
Advisors1
Avg. per Client$340K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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