MJM Investment Advisors, Inc.
Personal Portfolio Management - Fee Schedule
 
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Asset Management Fee

  • 1.25% per year on the first $3,000,000, plus
  • 0.75% per year for amounts greater than $3,000,000 up to $5,000,000, plus
  • 0.50% per year for amounts greater than $5,000,000

The minimum new account size for Personal Portfolio Management is $250,000.

 

The asset management fees are calculated quarterly, in arrears, as a percentage of invested assets.  Any administrative, custody, and transaction fees are charged directly to the client's account by the account custodian and are not paid to MJMIA.