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C & J Wealth Advisors
Knoxville, Tennessee
5.0
2 Reviews
C & J Wealth Advisors, a local investment advisory firm based in Knoxville, TN, is committed to providing exceptional financial guidance and wealth management services. With a knowledge cutoff in 2021, C & J Wealth Advisors had established a strong presence, serving more than 220 individual clients and managing assets worth over $233,503,000. While their focus is primarily on high net worth individuals, the firm also possesses the expertise to manage employer funds.
With 98% of their assets managed on a discretionary basis, C & J Wealth Advisors ensures that their clients' investment portfolios align with their long-term financia...see more
Assets Under Mgmt
$233.5M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Reviews for C & J Wealth Advisors
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