Mj Retirement
Assets Under Management
$5.1B
Number of Clients
198
Number of Advisors
5
Average Client AUM
$25.6M
AUM per Advisor
$1.0B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MJ Retirement offers customized advisory services to retirement plans, foundations, endowments, corporations, and wealthy individuals. Services include investment objective establishment, IPS development, asset allocation analysis, investment manager search and monitoring, and fiduciary training. They offer both discretionary and non-discretionary investment advisory services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees negotiable for assets over $2,000,000.
Fee Estimator
For wealth management clients, the annual advisory fee is 0.75% on the first $1,000,000 of assets under advisement, 0.50% on the next $1,000,000, and negotiable for assets over $2,000,000. Fees are negotiable and payable in advance each quarter. Fees do not include custodial, brokerage, or other service provider fees.
Areas of Practice
Location
571 Monon Blvd, Suite 400, Carmel, IN, 46032