Wj Wealth Management Fees & Minimum

Overview

Headquarters: Glendale, AZ
Total Firm Assets: $262 million
Average High-Net-Worth Client Portfolio Size: $1.8 million
Stated Minimum Account Size: $25,000

Fee Disclosure

Source: ADV 2A (2026-03-06) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$50,000	2.50%
$50,001	$100,000	2.00%
$100,001	$250,000	1.50%
$250,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,000	1.20%
$5 million	$52,000	1.04%
$10 million	$102,000	1.02%
$50 million	$502,000	1.00%
$100 million	$1,002,000	1.00%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 41.79%
Number of High-Net-Worth Clients: 60
Total Client Accounts: 918
Discretionary Accounts: 918

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 170181

ADV 2A (2026-03-06) (fee schedule source) · View brochure text

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

Frequently Asked Questions

What fees does Wj Wealth Management disclose?

Is Wj Wealth Management a fiduciary?

Where is Wj Wealth Management located?

How many clients does Wj Wealth Management have?

What services does Wj Wealth Management offer?

How much does Wj Wealth Management manage?

What types of clients does Wj Wealth Management serve?