J2 Capital Management, Inc. fees and pricing

Financial planner in Troy, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 10, 2026, J2 Capital Management, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are paid quarterly in advance, and clients may terminate their contracts with written notice.”
“Refunds on terminated accounts are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
“Clients may terminate their contracts without penalty, for full refund, within 7 five (5) business days of signing the advisory contract.”

Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
4 of the 13 other planners in Troy that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 205
Employees: 2
Works with: Individuals, high net worth individuals, pension and profit sharing plans, other investment advisers, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $195,720,451
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 152964
Website: facebook.com/J2Capital (opens in new tab)
Phone: (248) 641-4444

Can advise clients in 5 states: Florida, Louisiana, Michigan, Ohio, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.