Advisor at MJM Investment Advisors, Inc.
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.
Firm
MJM Investment Advisors, Inc.
Location
Franklin, MA
Credentials
CFA®, Series 63
Industry experience
14 years
Mark Majka is a CFA® charterholder with 14 years of industry experience, currently serving as the sole advisor at MJM Investment Advisors, Inc. He has worked at Kastel Capital Advisors, LLC since 2019 and has been with MJM Investment Advisors since 2011. Since 2020, he has also served as an outsourced Chief Investment Officer for Pension and Wealth Management Advisors, providing investment research and portfolio construction input. MJM Investment Advisors, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management to individuals and small institutions. The firm employs a combination of top-down asset allocation and bottom-up fundamental analysis across multiple equity and balanced strategies, with client communications including quarterly performance reports and an Investment Outlook.
Based on MJM Investment Advisors, Inc.
$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.
Franklin, MA
Massachusetts · New York
Kastel Capital Advisors, LLC
2019 - Present (7 years)
MJM Investment Advisors, LLC
2011 - Present (15 years)
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Other specialized services
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