MJM Investment Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,472,966
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
39
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
HighAverage account size
$909,563
About
MJM Investment Advisors, Inc. is a fee-only, registered investment adviser that provides discretionary portfolio management to individuals and small institutions. The firm manages seven separate-account strategies for taxable and tax-deferred assets, including three balanced strategies, multiple equity strategies (opportunistic, high dividend, and core growth), and an Enhanced Cash cash-management option.
The firm’s approach integrates top-down asset-allocation for its balanced products with bottom-up fundamental analysis for its equity strategies, using model portfolios implemented primarily with ETFs, mutual funds, and individual securities. Clients receive an annual review and ongoing oversight, with quarterly performance reports and a quarterly Investment Outlook provided alongside portfolio updates, and strategies are implemented through third-party custodians with block-trade execution when feasible.
Notable features in the brochure include the firm’s regular quarterly Investment Outlook distributed to clients, a periodical-style communication that is uncommon among similar solo independent advisers. The firm also describes a post-2023 Enhanced Cash strategy created in response to banking stresses and a contractual arrangement to provide model portfolio management for another registered adviser, indicating service offerings and institutional relationships that extend beyond routine individual account management.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Fee options
$0 - $250,000: 1.00% $250,001 - $1,000,000: 0.85% $1,000,001+: 0.75%
Account minimum: $200,000 Minimum fee: $2,000 minimum annual account fee for Balanced Portfolio, Opportunistic Equity, High Dividend Yield, and Core Growth Equity strategies; $125 minimum annual account fee for Enhanced Cash strategy Fee-only: Fee only advisor, earning revenues solely from asset management fees charged to clients.
Main office location
MJM Investment Advisors, Inc.
Franklin MA, United States
Number of offices
1
Most active in
MJM Investment Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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