ALJ Capital offers customized wealth management services for individuals, high net worth individuals, trusts, and estates. ALJ Capital provides ongoing, discretionary investment management by constructing portfolios primarily using exchange-traded funds, individual stocks and bonds, and occasionally options contracts. ALJ Capital also incorporates comprehensive financial planning into its wealth management services, covering areas such as retirement planning, personal savings, and education savings. ALJ Capital acts legally required to act in your best interest and does not impose a minimum relationship size.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the sole discretion of ALJ Capital and take into aggregate assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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