James Korth is a registered investment advisor at J W Korth & Company, based in Coral Gables, FL, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 12 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000. When an account falls below $500,000 in value, the minimum annual fee of $7,500 or 1.5% is charged, whichever is lower.
Fee Estimator
Location
135 San Lorenzo Avenue, Suite 600, Coral Gables, FL, 33146
Get directionsHistory
Regulatory History (4)
Regulatory
September 2021Regulatory
September 2003Regulatory
July 1998Civil
February 1997Other Business Activities
James is the Chairman of the Board, Founder, and Director of Korth Direct Mortgage Inc (KDM), which makes and services loans. He also owns 11% of FINSUM, a financial online newsletter and data company, where his role is advisory, taking minimal time.
Employment History
Current Registrations
J W Korth & Company
J.W. Korth & CompanyBroker
Previous Registrations
J. W. Korth & CompanyBroker
J.W. Korth & Company, INC.Broker
J.W. Korth & Company, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.