Fjaka Wealth Management manages investment portfolios and provides advisory services for individuals and high-net-worth clients, operating primarily through virtual meetings. The firm builds customized portfolios using strategic asset allocation, individual stocks, options strategies, and diversified asset classes based on each client's specific goals, risk tolerance, and tax situation. Clients can place reasonable written restrictions on what Fjaka Wealth Management can buy for their accounts. The firm does not participate in bundled fee programs and tailors its investment management approach to each client's needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual advisory fee is 1.00% and can reach a maximum of 1.25%. Immediate family members of principals receive a 0.25% discount. Fees are negotiable based on account size and complexity.