J.K. Financial offers investment advice and wealth management to individuals, high net worth individuals, trusts, estates, businesses, and charities. J.K. Financial creates custom investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. Financial planning services are also available, covering retirement, savings, and education.
Assets Under Management$200M
Clients133
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
J.K. Financial charges a percentage of your portfolio annually for investment management. The fee ranges from 0.50% to 1.75% depending on the complexity of your situation, the amount you invest, and your overall relationship with J.K. Financial. Fees are paid quarterly in advance.
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