AMJ Financial Wealth Management offers investment management and financial planning services to individuals, high-net-worth individuals, families, estates, trusts, partnerships, retirement plans, corporations, and charitable foundations. AMJ manages investments based on individual client goals and risk tolerance. Financial planning covers areas like tax, retirement, estate, and education planning. AMJ also offers small business consulting services.
Fee Structure
AMJ Financial offers investment management services where they manage your investments based on your goals and risk tolerance. The annual fee is a percentage of the assets they manage. There are two different fee schedules depending on the investment strategy used:
Strategic Asset Allocation Strategy (Exchange Traded Fund and Mutual Fund Based):
- Under $250,000: 1.5%
- $250,000 - $499,999: 1.45%
- $500,000 - $749,999: 1.25%
- $750,000 - $999,999: 1.15%
- $1,000,000 - $1,999,999: 1.00%
- $2,000,000 - $4,999,999: 0.90%
- $5,000,000 and Above: Negotiable
Dynamic Asset Allocation Strategy (Stocks Based & Dynamic Yield Based):
- $250,000 - $399,999: 1.65%
- $400,000 - $599,999: 1.50%
- $600,00 - $999,999: 1.40%
- $1,000,000 - $1,999,999: 1.30%
- $2,000,000 - $4,999,999: 1.15%
- $5,000,000 and Above: Negotiable
These fees are negotiable depending on the client's needs and the complexity of the situation.