MJ RETIREMENT

RIASEC RegisteredEst. 2012

Total AUM

$5.5B

Discretionary

$1.8B

33% of AUM

Avg account

$18.1M

Accounts

303

Employees

Advisory reps

Firm details

Headquarters: CARMEL, Indiana
CRD number: 164328
Registered since: June 7, 2012
Website: themjcos.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, EMPOWER RETIREMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans98.03%
HNWI1.37%
Other0.49%
Individuals0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MJ Retirement is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2012. The firm serves both high-net-worth individuals and families as well as institutional clients, and describes itself as a capital allocator that sources third‑party managers. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses, and institutions, pension consulting, manager selection, and educational seminars. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. MJ Retirement does not present itself as an active ESG investor and is not structured as a multi-state or related adviser. The firm lists an insurance company among its industry affiliations.