WJ Consulting LLC offers portfolio management services to individual clients under both discretionary and non-discretionary arrangements. WJ Consulting customizes its advisory services based on each client’s financial goals, risk tolerance, investment experience, and preferences. The firm's primary investment strategy is value investing, seeking undervalued publicly traded companies.
Assets Under Management$550K
Clients5
Advisors1
Avg. per Client$110K
Avg. per Advisor$550K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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