Overview
- Headquarters
- Cedarburg, WI
- Total Firm Assets
- $852 million
- Average High-Net-Worth Client Portfolio Size
- $3.8 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: PJS INVESTMENT ADV PART 2A (2025-03-26)
· View brochure text
Latest filing: PJS INVESTMENT ADV PART 2A (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.80% |
| $2,000,001 | $3,000,000 | 0.70% |
| $3,000,001 | $4,000,000 | 0.60% |
| $4,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $36,000 | 0.72% |
| $10 million | $61,000 | 0.61% |
| $50 million | $261,000 | 0.52% |
| $100 million | $511,000 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 84.74%
- Number of High-Net-Worth Clients
- 188
- Total Client Accounts
- 1,368
- Discretionary Accounts
- 1,352
- Non-Discretionary Accounts
- 16
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 104701
- PJS INVESTMENT ADV PART 2A (2026-03-27) · View brochure text
- PJS INVESTMENT ADV PART 2A (2025-03-26) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗