JWK Financial provides financial planning services covering areas like retirement, taxes, estate, and insurance. Planning can be ongoing or project-based. JWK also connects clients with third-party investment managers, assisting in the selection process and monitoring their performance. JWK tailors its services to individual client needs and allows for reasonable restrictions on investments.
Assets Under Management$12M
Clients17
Advisors1
Avg. per Client$720K
Avg. per Advisor$12M
Fee Structure
JWK Financial does not directly manage investments. Instead, JWK helps clients select and monitor third-party investment managers. These managers charge their own fees, which are debited from the client's account quarterly. JWK Financial's ongoing financial planning service includes assistance with investment management at no additional charge from JWK.
Loading...