Amj Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is a registered investment advisor based in Leesburg, Virginia, offering a wrap fee program that covers advisory services, trade execution, custody, and other brokerage services. The firm manages accounts on a discretionary basis and charges asset-based advisory fees ranging from 0.90% to 1.65% based on the total assets under management. Clients can participate in the Strategic Asset Allocation Strategy or the Dynamic Asset Allocation Strategy, with fees negotiable based on client needs and complexity. The firm primarily serves individuals, high-net-worth individuals, trusts, estates, pension/profit sharing plans, institutions, and charitable organizations, with a minimum account size requirement of $250,000. AMJ does not charge higher advisory fees based on trading activity and aims to act in the client's best interest at all times. Investment strategies include long-term trading, short-term trading, margin transactions, and options writing, with methods of analysis encompassing macro-economic, fundamental, and quantitative evaluation processes. AMJ provides detailed information on the risks involved in investing, including interest-rate risk, market risk, management risk, inflation risk, and more. The firm also discloses its Code of Ethics, proxy voting policies, and potential conflicts of interest related to compensation for client referrals. Clients receive regular account reviews and statements, ensuring transparency and accountability in the advisory relationship. AMJ has not faced bankruptcy petitions in the last ten years and maintains financial stability to meet contractual commitments to clients.