MJP Wealth Advisors offers a range of investment advisory services to individuals, families, and businesses. These services include managing investment portfolios, retirement plan consulting, and financial planning. MJP creates customized portfolios or selects from proprietary model portfolios based on a client's financial situation, goals, and risk tolerance. The firm also offers an online advisor service with automated portfolio selection and management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.35% |
| $750K - $1.2M | 1.15% |
| $1.3M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.5M | 0.75% |
| $4.5M+ | 0.75% |
Fees negotiable for accounts over $4.5 million. A flat fee not to exceed 1.00% is charged for the management of any 401(k) self-directed brokerage and/or outside brokerage assets. If MJP is the advisor for a 401(k) plan with plan assets equal to $2 million or above, the plan participant’s households are entitled to a flat fee of 1.00% for management of personal assets that meet all account minimums.