CJ Perry Financial provides wealth management services, including investment management and financial planning, tailored to individual client needs. They also offer project-based financial planning for specific issues. CJPF primarily advises on stocks, bonds, mutual funds, and ETFs. Clients grant the firm authority to buy and sell securities. Financial plans cover areas like cash flow, college savings, estate planning, insurance, investments, and retirement planning.
Assets Under Management$1.1M
Clients4
Advisors1
Avg. per Client$260K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Minimum annual fee for wealth management services is $1,500. Accounts of members of the same household may be aggregated. At no point will the annual advisory fee charged to the Client exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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