Financial Planning

Financial planning services can be comprehensive or selective. Whether you need a complete perspective or are just interested in a single service, it can be arranged and, using experience, we can help you decide. The initial interview is complimentary.

Asset Management

FJE Capital is a discretionary money manager. Investment objectives are determined individually with emphasis on asset allocation. Stocks, bonds, ETF's and selected mutual funds comprise our investment universe.

Importantly, independent third-party brokerages custody assets, and no possession of cash or securities is taken at any time. Fees are capped at 1% of assets under management.

Research and Fees

FJE Capital uses extensive stock, bond and mutual fund databases and various research providers. The stock database and selection process is proprietary. The database is updated regularly for new ideas and changing business conditions. Security selections are matched to client risk tolerances.

Asset management fees are based on assets under management, are on a sliding scale, capped at 1% and may be tax-deductible. Assets under management are subject to a $250,000 minimum.

FJE Capital, LLC
5740 Greenhill Dr. Troy, MI. 48098
(248) 686-9633
fred@fjecapital.biz
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