Assets Under Management
$427.4M
Number of Clients
434
Number of Advisors
15
Average Client AUM
$985K
AUM per Advisor
$28.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
AMJ Financial Wealth Management provides discretionary investment management and financial planning services. They manage portfolios for various clients, including individuals, high-net-worth individuals, and retirement plans. Financial planning covers tax, retirement, estate, and education planning. Investment management is tailored to client goals and risk tolerance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for assets over $5,000,000. Schedule reflects Strategic Asset Allocation Strategy. Dynamic Asset Allocation Strategy has different rates.
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176