Mjp Wealth Advisors

MJP Wealth Advisors, established in 1981 and operating as an investment adviser since 1983, offers a range of investment advisory services to individuals and various client types. As a fiduciary, the firm is committed to acting in the best interest of clients. Services include asset management, retirement plan consulting, and financial planning. Minimum initial investment is $500,000, with exceptions considered. The firm's fee structure for asset management ranges from 0.75% to 1.35% based on account size. MJP does not charge performance fees and does not participate in wrap fee programs. The firm uses technical and fundamental analysis, mutual fund and ETF analysis, and third-party research to inform investment strategies. Investment portfolios are designed to balance risk and return, with a focus on principal protection. MJP also offers private placements, alternative investments, and cryptocurrency products. The firm reviews accounts annually and provides ongoing services tailored to client needs. MJP does not accept proxy authority to vote client securities and does not provide financial information in the brochure. Clients are encouraged to contact the firm with any questions regarding their investments or the services provided.