President
CJM Fiscal Management
400 Garden City Plaza, Suite 507
Garden City, New York 11530
Phone: 516-240-1741
Web site: www.cjmfinancial.net
Year practice started: 2002
AUM: $90 million
President
CJM Fiscal Management
400 Garden City Plaza, Suite 507
Garden City, New York 11530
Phone: 516-240-1741
Web site: www.cjmfinancial.net
Year practice started: 2002
AUM: $90 million
Number of advisors in firm: 2
Number of clients: 55
Compensation: Fee-based (1.1% on first $1 million, sliding downward)
Client minimum: $1 million
Previous incarnations: VP of investments, Smith Barney; financial consultant, Merrill Lynch Private Client Group; senior representative, New York Life Insurance Company;
compliance officer, Shearson Lehman Brothers.
Education: degrees in business and psychology, Manhattanville College