Wj Interests, LLC

WJ Interests, LLC is a Texas limited liability corporation established in 1996, located in Sugar Land, Texas. The firm is a fiduciary registered with the SEC. The principal owners are Jared W. Jameson, William O. (Bill) Jameson, and Jonathan F. Chapman. Services provided include financial planning, investment management, estate planning, and insurance analysis tailored to each client's needs. WJ does not charge wrap fees and managed $553 million in discretionary assets as of December 31, 2024. The wealth management fee consists of a fixed fee of $5,000 per year plus an asset-based fee of 0.65% per year. Clients must sign an advisory agreement outlining services, fees, and responsibilities. WJ does not charge performance-based fees and serves individuals, families, corporations, trusts, and charitable organizations. The firm's investment strategies involve asset allocation and selecting money managers based on fundamentals and technical measures. WJ has no legal or disciplinary events in its history. The firm does not participate in class action lawsuits on behalf of clients. Clients have full discretion over their accounts, and WJ requires limited power of attorney for trading. Proxy votes are handled by the firm, with guidelines in place to ensure voting aligns with client interests. WJ maintains a Business Continuity Plan to address significant business disruptions. Clients can contact custodian Charles Schwab directly in case of operational issues.