Advisor at CJM Wealth Advisers, LTD.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Falls Church, VA 22042
Credentials
CFP®, Series 66
Industry experience
12 years
Lisa Brandau is a CFP® professional with 12 years of industry experience, currently serving as an advisor at CJM Wealth Advisers, LTD. She previously worked at Aspect Partners for nine years before joining CJM Wealth Advisers in 2018. CJM Wealth Advisers, LTD. provides investment advisory services primarily on a wrap-fee basis to individuals, including high-net-worth clients, as well as pension plans, business entities, trusts, estates, and charitable organizations. The firm employs a diverse investment approach using mutual funds, ETFs, individual securities, and may engage independent managers or private funds, while also offering retirement plan consulting and financial planning services.
Based on CJM Wealth Advisers, LTD.
Financial planning and consulting fees generally range from $2,000 to $10,000 on a fixed fee basis
1.00% annually (generally, but negotiable)
3110 Fairview Park Drive, Suite 900
Falls Church, VA 22042
Virginia
Cjm Wealth Advisers
2018 - Present (8 years)
Aspect Partners
2009 - 2018 (9 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Real estate agent
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Other specialized services
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