Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
CJS Financial Corporation offers investment advisory services to individuals, institutions, corporations, and other business entities. They act as a solicitor to other investment companies and provide direct advisory services through Folio Institutional. Investment advice includes securities transactions, cash flow, college, and retirement planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable with each client. Client relationship may be established and exist where the fees are higher or lower than the fee schedules provided above.
1 Tara Boulevard, Ste. 200, Nashua, NH, 03062