MJ Wealth Management provides investment management and financial planning services. These services include helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, fund education, plan for retirement, and plan their estate. MJ Wealth advises on mutual funds, exchange traded funds, stocks, bonds, and other investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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