4j Wealth Management, LLC
Assets Under Management
$294.1M
Number of Clients
228
Number of Advisors
5
Average Client AUM
$1.3M
AUM per Advisor
$58.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
4J Wealth Management, LLC offers investment advisory services, including financial planning and discretionary/non-discretionary investment management. They work with individuals and other client types, focusing on understanding client objectives, risk tolerance, and time horizons. The firm provides ongoing supervision of accounts and may recommend other professionals like attorneys or accountants.
Fee Structure
The firm is compensated for investment advisory services on a percentage of assets under management basis. Fixed fee services are no longer available to new clients. The annual fee is determined quarterly, in advance, based upon the market value of assets on the last day of the previous quarter. Clients will also incur transaction fees charged by their custodian. Educational seminars cost $49 per household. Financial Planning & Consulting clients may terminate their agreement at any time before the delivery of a financial plan by providing written notice. For purposes of calculating refunds, all work performed by us up to the point of termination shall be calculated at the hourly fee currently in effect.
Areas of Practice
Location
1355 Beverly Rd, Suite 310, Mclean, VA, 22101