4j Wealth Management, LLC

Assets Under Management

$294.1M

Number of Clients

228

Number of Advisors

5

Average Client AUM

$1.3M

AUM per Advisor

$58.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

4J Wealth Management, LLC offers investment advisory services, including financial planning and discretionary/non-discretionary investment management. They work with clients to understand their financial goals, risk tolerance, and time horizons. The firm also provides consulting services regarding tax, estate planning, and insurance.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
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Location

1355 Beverly Rd, Suite 310, Mclean, VA, 22101

5 Advisors at this firm

4j Wealth Management, Llc | TrueAdvisor