Aj Advisors Fees & Minimum

Overview

Headquarters: Nashville, TN
Total Firm Assets: $394 million
Average High-Net-Worth Client Portfolio Size: $2.6 million

Fee Disclosure

Source: AJ ADVISORS - ADV PART 2A (2026-03-26) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.25%
$250,001	$1,000,000	1.00%
$1,000,001	$1,500,000	0.75%
$1,500,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,625	1.06%
$5 million	$31,875	0.64%
$10 million	$56,875	0.57%
$50 million	$256,875	0.51%
$100 million	$506,875	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 81.89%
Number of High-Net-Worth Clients: 124
Total Client Accounts: 1,483
Discretionary Accounts: 1,483

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 321606

AJ ADVISORS - ADV PART 2A (2026-03-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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