Assets Under Management
$239.5M
Number of Clients
242
Number of Advisors
3
Average Client AUM
$990K
AUM per Advisor
$79.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
RetirementAdvice | JKA provides investment advisory services specializing in asset management and financial planning. They create tailored portfolios using stocks, bonds, ETFs, and mutual funds, reviewed quarterly. Financial planning covers investment, retirement, estate, tax, education, and real estate analysis. They also offer retirement plan consulting to employer plan sponsors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.99% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
1251 N. Manassero St., Suite #405A, Anaheim, CA, 92807