SJHL Financial Group provides financial planning and investment advice to individuals, pension plans, trusts, estates, and small businesses. SJHL creates customized investment solutions and manages client accounts through a sub-advisor, Buckingham Strategic Partners. Financial planning recommendations are provided as part of investment management services at no additional cost. SJHL also offers limited-scope, project-based financial planning services.
Assets Under Management$140M
Clients345
Advisors11
Avg. per Client$400K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.45% |
| $50K - $200K | 1.35% |
| $200K - $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be waived in certain circumstances and are negotiable based on the complexity of the client’s situation, the composition of the client’s account, the relationship of the client with SJHL, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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