J2 Capital Management
It’s free, with no obligation to book
Serves Troy, MI
11 years in business
- What should the customer know about your pricing (e.g., discounts, fees)?
J2 Capital Management is a fee-based fidcuiary advisor. Our fees can be AUM based or hourly depending on the scope of the work needed.
- What is your typical process for working with a new customer?
Our process is to schedule a complimentary discovery meeting to understand your goals and concerns. From there we are able to recommend a full suite of services we provide including retirement planning, tax preparation, custom investment management and even drafting wills and trusts.
- What education and/or training do you have that relates to your work?
We have CFP's, CPA's on staff