Jay Henriksen is a registered investment advisor at J K R & Company, INC., based in Van Nuys, CA, with 7 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 127 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Each advisor sets their own fee schedule; however, in no instance will the annual investment management fee exceed 1.5% (0.375% quarterly) of a client’s assets under management.
Fee Estimator
Location
7145 Woodley Avenue, Van Nuys, CA, 91406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
J K R & Company, INC.
State Registrations1 state
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