CJM Wealth Advisers

Wealth Management Firm in Great Falls, VA

Firm Info
Address: 3110 Fairview Park Dr Suite 900, Falls Church, VA 22042, USA
Phone: (703) 425-0700

Firm Size
Assets Under Management: $1.1 billion
# of Advisors: 15
# of Clients: 2,330
Client to Advisor Ratio: 155:1
Average Account Size: $485,051
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Other

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Cjm Wealth Advisers, Ltd. Overview

CJM Wealth Advisers, Ltd. is a registered investment advisory firm that has been providing investment advice to individuals, small businesses and institutional clients since 1979. The firm is based in Falls Church, VA and operates on a fee-only basis, meaning that clients only pay for the services they receive and there are no commissions or hidden fees. CJM Wealth Advisers, Ltd. specializes in providing comprehensive financial planning, portfolio management services and pension consulting services. They offer personalized investment strategies that are tailored to each client’s unique goals and needs. They help clients understand the various investment options available to them and help them make informed decisions about where to invest their funds. The firm is known for its commitment to excellence and focus on providing clients with the highest level of service. They employ a team of experienced investment professionals who are dedicated to ensuring that their clients achieve their financial goals. CJM Wealth Advisers, Ltd. also offers a unique service whereby they can help clients select other advisors to work with if they feel that they would benefit from additional expertise or resources. Overall, CJM Wealth Advisers, Ltd. is an excellent choice for anyone looking for a trusted partner to help them manage their investments and achieve their financial goals.

CJM Wealth Advisers, Ltd. provides a wide range of financial services to a diverse group of clients. The firm caters to individuals, high net worth individuals, and charitable organizations. Whether clients are just starting out or have accumulated significant wealth, CJM Wealth Advisers, Ltd. has the expertise to help them achieve their financial goals. The firm's clients come from all walks of life and have varied financial needs, and the team at CJM Wealth Advisers, Ltd. is dedicated to providing personalized financial advice that is tailored to each client's unique situation. With regard to fee structures, CJM Wealth Advisers, Ltd. offers several options depending on the level of service provided. For clients who choose asset management services, the firm charges a percentage of assets under management (AUM) as compensation. For clients who opt for financial planning or other consulting services, CJM Wealth Advisers, Ltd. may charge fixed fees based on the scope of the work to be done. Other types of fees may also be available, depending on the specific needs of each client. Regardless of the fee structure chosen, CJM Wealth Advisers, Ltd. is committed to delivering exceptional value and service to each and every client.

Typical Clients, Fee Structures & Investment Minimum

According to CJM WEALTH ADVISERS, LTD.'s Part 2 Brochure, the firm's investment minimum varies based on the type of account and investment strategy. The brochure states, "Our investment minimums for new accounts generally range from $250,000 to $1,000,000, depending on the investment strategy." This indicates that the firm requires a minimum investment of at least $250,000 and as much as $1,000,000, depending on the client's chosen investment approach. It is worth noting that the brochure does not provide specific minimums for each strategy, and prospective clients will need to contact the firm directly for more information.

How This Office Can Help Great Falls, VA Residents

CJM Wealth Advisers is a reputable financial advisory firm that provides personalized solutions to clients in Great Falls, VA. The firm understands the challenges that individuals and families face when it comes to their finances. Therefore, they offer a range of services that help clients maximize their wealth and minimize their risks. Their services include retirement planning, investment management, tax planning, estate planning, and more. For instance, residents of Great Falls might be facing various financial situations, such as managing their retirement savings, maximizing their investment returns, or minimizing their tax burdens. CJM Wealth Advisers can assist them with these challenges by creating a comprehensive financial plan that aligns with their goals and values. The firm's team of experienced advisors leverages their wealth of knowledge and skills to provide customized solutions that meet the unique needs of their clients. They help clients make informed decisions about their finances, ensuring that they achieve financial security in the long run.

To view the Minimum Investment and Fee Schedule for Cjm Wealth Advisers, Ltd., visit their Part 2 Brochure.

Services Offered by Cjm Wealth Advisers, Ltd.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cjm Wealth Advisers, Ltd. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3110 Fairview Park Dr Suite 900, Falls Church, VA 22042, USA
Phone (703) 425-0700
Opening Hours
  • Mon 8 AM–4:30 PM
  • Tue 8 AM–4:30 PM
  • Wed 8 AM–4:30 PM
  • Thu 8 AM–4:30 PM
  • Fri 8 AM–4:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Cjm Wealth Advisers, Ltd. is registered to service clients in the following states:

  • Alabama
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia

Disciplinary History

Cjm Wealth Advisers, Ltd. does not have any disclosures. Please visit it's Form ADV for more details.