Holly Macdonald-Korth is a registered investment advisor at J W Korth & Company, based in Lansing, MI, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 12 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000. When an account falls below $500,000 in value, the minimum annual fee of $7,500 or 1.5% is charged, whichever is lower.
Fee Estimator
Location
6500 Centurion Drive, Suite 250, Lansing, MI, 48917
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Regulatory History (1)
Regulatory
September 2021Other Business Activities
Holly is the CEO, President, and CFO of Korth Direct Mortgage Inc (KDM), which owns J W Korth and Company. She also manages several special purpose entities as part of her role at KDM, dedicating time in concert with her work at J W Korth and Company LP.
Employment History
Current Registrations
J W Korth & Company
J.W. Korth & CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.