JC
JC

Joseph Cajigal

27 Years of Experience
1 Disclosure
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
179 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$373.3M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.85%
$5M+0.75%

For Equity and Balanced assignments (except Growth, Concentrated Growth, Core Growth and Young Enterprise Shares (YES) strategies). Fees may be negotiable where special circumstances prevail.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

331 Newman Springs Road, Suite 133, Red Bank, NJ, 07701-1074

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History

Regulatory History (1)
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Regulatory
September 1998
Final
Other Business Activities

Joseph is a partner in Farol Management LLC, acting as a general partner to an unregistered investment private limited partnership, dedicating minimal time. He is also the managing member of Cabo Canyon LLC, a family-owned company that functions as a family office, spending a few hours per week on this activity.

Employment History
Current Registrations
Princeton Capital Management LLC
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
Fiduciary Financial Services CORP.Broker
November 1985 - May 2001 · 15 yrs 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.