Amj Financial Wealth Management LLC
Assets Under Management
$427.4M
Number of Clients
434
Number of Advisors
15
Average Client AUM
$985K
AUM per Advisor
$28.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AMJ Financial Wealth Management LLC offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth individuals, families, and institutions. They create tailored investment policy statements and utilize portfolio rebalancing software. They also offer small business consulting services and educational workshops.
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, billed monthly in advance. Fees are negotiable depending on client needs and complexity. For clients not in the wrap fee program, financial planning fees range from $1,000 to $10,000 for creating a financial plan, or up to $400 per hour. Retirement plan advisory services have a minimum fee of $4,000 annually, with fees up to 1.3% annually or fixed fees ranging from $4,000 to $100,000. Small business consulting services are billed up to $400 per hour or fixed fees from $500 to $10,000. The firm has a minimum account size of $250,000, which may be waived.
Areas of Practice
Location
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176