TJT Capital Group offers investment management services tailored to individual client needs. They focus on asset allocation and selecting mutual funds and exchange-traded funds (ETFs) based on client goals and risk assessment. TJT Capital Group may also recommend independent investment managers. They do not provide financial planning, estate planning, or insurance planning services.
Assets Under Management$290M
Clients194
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Schedule is for Equity Based Portfolios. Income Based Portfolios have a different fee schedule: Assets up to $499,999: 0.50%, Assets between $500,000 - $999,999: 0.45%, Assets in excess of $1,000,000: 0.40%. TJT Capital Group may, in its sole discretion, charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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