A complete list of active advisors currently associated with MJC Advisors, LLC

Warmer can help you find a great advisor at MJC Advisors, LLC or one who fits your needs even better.

MJC Advisors, LLC provides discretionary investment advisory services and fee-only financial planning and consulting to individuals (including high‑net‑worth individuals), trusts, estates, pensions, and profit‑sharing plans. The two‑advisor firm reports about $190 million in discretionary assets under management for roughly 83 clients and states it does not impose account minimums. The firm develops individualized investment objectives and typically implements asset allocation strategies grounded in Modern Portfolio Theory, primarily using mutual funds and ETFs with selective allocations to individual equities; its approach draws on fundamental, technical, and cyclical analysis and includes ongoing portfolio monitoring. Financial planning and consulting are generally delivered as recommendations communicated to the client and are not implemented or monitored on an ongoing basis unless specifically agreed in writing. Noteworthy differences from many peers include a small advisory team managing relatively high assets‑per‑client and several operational practices that shift certain responsibilities to clients: MJC does not vote client proxies and urges clients to compare custodian statements, and it calculates advisory fees on the full account value (including cash and collateralized margin positions), a practice the brochure identifies as a potential conflict of interest. The firm also routinely recommends Charles Schwab as custodian and receives institutional services and support from Schwab that the brochure discloses can create an incentive to recommend that custodian.

To learn more about the advisors currently working at MJC Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.