J. King
J. King is a ChFC-designated registered investment advisor at Research Financial Strategies, based in Bogart, GA, with 22 years of industry experience. J. 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 533 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fees range between 0.50% and 3.00% of assets under management and are negotiable based on account size, asset types, and trading activity.
Fee Estimator
Location
1340 Ferncreek Drive, Bogart, GA, 30677
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2002Criminal
January 1998Other Business ActivitiesSells Insurance
J. spends about 10-20% of their time on non-variable insurance since 2011. Since July 2024, J. is also the owner of 323 Consulting LLC, which provides college planning and insurance services.
Employment History
Current Registrations
Research Financial Strategies
Previous Registrations
LPL Financial LLC
Metlife Securities INC.
State Registrations1 state
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.