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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
434 clients
Average Client Portfolio
$985K average
Assets Under Management
$427.4M
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$250 - $400/hr
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
Financial Planning & CoachingTax PlanningRetirement PlanningEstate PlanningEducation PlanningInvestment Management
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Advisor Information
Office location
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Amj Financial Wealth Management LLC
January 2024 - Present · 2 yrs
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.