Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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 negotiable for accounts over $5,000,000.
Fee Estimator
AMJ Financial charges an annual fee based on assets under management. For clients not in the wrap fee program, financial planning services are offered separately with fixed fees ranging from $1,000 to $10,000, or hourly fees up to $400. Fees are negotiable. Employees and their family related accounts are charged a reduced advisory fee.
Areas of Practice
Advisor Information
Office location
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is self-employed under the DBA "AMJ Financial LLC," selling fixed annuities and earning commissions. He also took early retirement from Crown Life to manage their book of business and sell fixed annuities, and is an agent for North American Company for Life & Health Insurance, dedicating minimal time to this role.