MJP Online Advisor Services
Sophisticated Investment Strategies Made Simple
MJP Online Advisor Services provide a simplified, low-cost approach to help you and your family work towards your financial goals. Open the accounts that fit your needs and trust an investment strategy that focuses on diversification, tax-efficiency and low fees. Gain access to our team of registered and licensed financial experts, including Registered Investment Advisors, Certified Financial Planners and a Certified Public Accountant. Enjoy the convenience of managing your overall investment experience online with an easy step-by-step process.
Open accounts online with ease. Establish Taxable Accounts (Individual, Joint and Trust accounts) and/or Retirement Accounts (Traditional IRAs and Roth IRAs) with direct integration to TD Ameritrade Institutional as the custodian of your investments. TD Ameritrade provides monthly statements, does not charge account maintenance fees, and does not charge fees to deposit or withdrawal money from your account.
Identify and understand your risk tolerance. Complete a risk tolerance questionnaire online to help you assess your investment objectives and determine your appropriate investment strategy. Upon completion of your risk tolerance assessment, you will get a personalized asset allocation based on your risk score.
Investment strategy and methodology. Our investment strategies are comprised of exchange-traded funds (ETFs), utilizing an indexed approach with an expense ratio of 0.15% or less, with dividends and income yields greater than the overall U.S. stock market.
Our wealth advisory team will develop, monitor and maintain your personalized investment portfolio and will be available for your ongoing wealth management and financial planning needs.
Low cost investing solution. Our low-cost investment models are constructed primarily of exchange-traded funds (ETFs) that are highly diversified. The strategies include domestic and international equities, specific sector allocations, and various types of fixed income investments.
Flat Annual Fee: 0.30%, billed quarterly at 0.075% and can be paid directly from the money market account within your investment account.
Minimum Account Balance: $5,000.00
- No transfer fees
- No fees for account deposits or withdrawals
- Majority of investment holdings within the portfolio strategies do not carry trading costs.
All trading costs are billed by TD Ameritrade Institutional. MJP Wealth Advisors does not receive any compensation for trading costs.
Free Access to MJP Client Portal
Free Access to TD Ameritrade Client Site