Donald Capone is a CFA-designated registered investment advisor at J.K. Financial, INC., based in Houston, TX, with 9 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 133 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
J.K. Financial, INC.
Previous Registrations
J.K. Financial, INC.
State Registrations1 state
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