Ajax Asset Mgmt. provides investment management services tailored to clients' financial goals and risk tolerance. Ajax advises on various investments, including stocks, bonds, ETFs, and mutual funds. They may use strategies involving options and other derivatives. Ajax does not provide financial planning, tax, or legal advice.
Assets Under Management$43M
Clients6
Advisors1
Avg. per Client$7.2M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable at Ajax's discretion. Some clients may be charged a performance-based fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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