CJM Wealth Advisers offers investment management through a wrap fee program, retirement plan consulting, and financial planning. For investment management, clients pay a single annual fee covering investment advice, trading, and custody. Financial planning covers estate and insurance matters. CJM may recommend independent investment managers and may invest in private investment funds. Clients are responsible for notifying CJM of changes to their financial situation.
Assets Under Management$1.3B
Clients1,074
Advisors12
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual program fee is generally 1.00% but may be reduced at the discretion of CJM Wealth Advisers.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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