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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 or advisors will assist you in selecting an investment strategy that focuses on diversification, tax-efficiency, and low fees.

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.

ONLINE ADVISOR SERVICES

ONLINE ADVISOR SERVICES

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 0.20% 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.

FLAT ANNUAL FEE: 0.30%, billed quarterly at 0.075% and can be paid directly from the money market account within your investment account.

mjp online advisor services