Brj Wealth Management
Assets Under Management
$4.0M
Number of Clients
10
Number of Advisors
1
Average Client AUM
$400K
AUM per Advisor
$4.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BRJ Wealth Management LLC offers continuous investment advice based on individual client needs, developing personalized investment policies and managing portfolios accordingly. They also provide financial planning services, evaluating clients' financial situations and creating detailed plans to achieve their goals. The firm is fee-only, receiving compensation solely from clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
For investment management, fees are based on a percentage of assets under management, following a tiered schedule. For example, a $2,000,000 portfolio would be charged 0.91% annually. Financial planning fees range from $500 to $1,000 per quarter, depending on complexity and needs. Clients with $250,000 or more in managed assets receive financial planning services at no additional charge. Fees are negotiable and outlined in the advisory contract. The firm does not have a minimum account size requirement.
Areas of Practice
Location
MI, United States
