ONLINE ADVISOR SERVICES
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 one of our advisors will assist you in selecting an investment strategy that focuses on diversification, tax-efficiency, and low fees.
SOPHISTICATED INVESTMENT STRATEGIES MADE SIMPLE
Gain access to our team of registered and licensed financial professionals, including Registered Investment Advisors, Certified Financial Planners, and a Certified Public Accountant. With our easy-to-use, interactive MJP Client Portal, you can monitor performance, create financial reports, aggregate outside accounts, and upload important documents to the vault. Enjoy the convenience of managing your investment experience online.
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, and receive monthly statements to monitor your account. TD Ameritrade does not charge fees for account maintenance, or deposits or withdrawals 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 comprise exchange-traded funds (ETFs), utilizing an indexed approach with an expense ratio of 0.35% 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 with little or no trading costs. The strategies include domestic and international equities, specific sector allocations, and various types of fixed income investments.
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.
Complimentary Access to MJP Client Portal
Complimentary Access to TD Ameritrade Client Site
MJP online advisor services