MJC Financial Fitness LLC
Firm details
- Headquarters
- ,
- CRD number
- 306875
- Website
- www.mjcfinancialfitness.com
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.62%
- Individuals24.38%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
MJC Financial Fitness LLC is an independent, individual-owned RIA that provides financial planning and portfolio management primarily for individuals, families and small business owners. The firm acts as a capital allocator and also assists clients by selecting third-party advisers when appropriate. Its billing is flexible — including percentage-of-AUM arrangements alongside hourly and fixed-fee engagements — which aligns with a hybrid planning-and-asset-management model. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- State & Local Bonds13%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Michael Chrisler
FounderCRD 4767576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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