At AJ Feldman Financial we help create a path for our clients to achieve their financial goals.
The Services we provide include:
- Financial Planning
- Asset Management
- Retirement Strategies
- Education Planning
- Estate & Legacy Review
- Charitable Gifting
There are different models at AJ Feldman Financial that a client can choose to engage:
1. An Assets Under Management model.
In this model, AJ Feldman Financial’s fee is based on the total assets under management. This model contains financial planning including statement of net worth, cash flow, insurance overview, asset allocation, 529 recommendations, and a retirement projection. AJ Feldman Financial will execute and monitor the asset allocation. The fee structure is based on the chart below:
Assets Under Management
|$ 0||$ 100,000||1.50|
|$ 100,001||$ 500,000||1.25|
2. An Hourly Model
In this model the fee is based upon actual hours that you engage your advisor. The client is responsible for executing transactions and AJFF is not able to monitor the portfolio since they would not be held at custodians where AJFF has relationships. The rate for this service is $300 per hour.