Cjs Financial Advisers / Cjsf Advisers
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CJS Financial Corporation offers investment advice on a discretionary or non-discretionary basis. They advise on securities transactions, cash flow, college planning, and retirement planning. They also act as a solicitor to other investment advisors and use Folio Institutional as custodian.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Minimum annual fee is $1,000 and is negotiable.
Fee Estimator
CJS Financial receives fees from investment advisory firms where they solicit clients. For direct management clients, fees are based on a percentage of assets under management, as detailed in the fee table. The minimum annual fee is $1,000 and is negotiable. Fees are billed monthly or quarterly in advance or arrears, depending on the contract. Fees are negotiable and may vary depending on the Investment Advisor Representative.
Areas of Practice
Location
1 Tara Boulevard, Ste. 200, Nashua, NH, 03062