Founded in 1981, MJP Wealth Advisors is an independent registered investment advisory firm providing comprehensive wealth management solutions and investment strategies to individuals, families, and businesses. Our customized financial plans include traditional, bespoke, and alternative investment strategies to help our clients protect existing wealth and enjoy future growth. MJP Wealth Advisors is committed to offering clients independent, objective financial advice, as well as extraordinary client service. Utilizing a holistic approach, our team delivers innovative investment solutions and customized strategies to help our clients achieve their financial goals.Invest
Potential capital appreciation of assets and income distributions from investments associated with recommended investment strategies over-time. In addition, opportunities to save clients and increase their total cash flow at home based on advice received through our through personal family office/financial planning and lifecycle services that cover various ongoing topics such as: federal and state taxes, insurance and estate planning, accumulation for retirement and distribution of asset when retired, college savings and other health care decisions.
You will be charged an ongoing quarterly fee based on the value of the assets in your account as of the last day of the prior quarter. When your account is first established, you will be charged a proportional amount for the first partial quarter. Our maximum Portfolio Management annual fee is 1.35%. The more assets you have in your advisory account, the more you will pay us. We therefore have an incentive to increase the assets in your advisory account in order to increase our fees. Our fees vary and are negotiable depending on the account type. The amount you pay will depend, for example, on the services you receive and the amount of assets in your account. Additionally, depending on the account type, you may be subject to different quarterly fee thresholds which range from $100 to 1.35% of your total managed assets. The minimum quarterly fee threshold is $25.00,In the event that your quarterly fee does not equate to at least $100.00 annually, your account will not be billed until your quarterly fees exceed the minimum annualized threshold..Our MJP Online Advisor Services annual fee is 0.30% of your managed assets. The more assets you have in your advisory account, the more you will pay us. We therefore have an incentive to increase the assets in your advisory account in order to increase our fees. The amount you pay will depend, for example, on the services you receive and the amount of assets in your account. Our firm’s fees will be automatically deducted from your advisory account, which will reduce the value of your advisory account.Our Financial Planning & Consulting maximum flat fee is $5,000 and hourly rate ranges from $100 to $450 depending on the individual (i.e., administrative staff, financial professionals, or our firm’s principal) working on the plan or consultation for you. We charge an upfront retainer of half of the ultimate fee we charge when you sign an agreement for this service or charge you the rest when we provide a financial plan or consultation. This remainder will be due within thirty days of our firm’s delivery of your financial plan or consultation.
Investment advisory and insurance services offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor. Securities offered through Arete Wealth Management, LLC., Member FINRA, SIPC, and NFA.Representatives may not be registered to provide securities and advisory services in all states.MJP Wealth Advisors is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where MJP Wealth Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by MJP Wealth Advisors unless a client service agreement is in place.