Assets Under Management
$225.6M
Number of Clients
12
Number of Advisors
6
Average Client AUM
$18.8M
AUM per Advisor
$37.6M
Compensation
Commission-BasedFee-Only (AUM)
J. W. Korth & Company provides investment supervisory services, manages investment advisory accounts, invests via sub-advisory relationships, furnishes investment advice through consultations, and issues reports about securities. The firm specializes in the fixed income market.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000.
6500 Centurion Drive, Suite 250, Lansing, MI, 48917