James Gilchrest is a registered investment advisor at Jkg Capital LLC, based in Westport, CT, with 9 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9 clients with $6.2M 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 | 1.00% |
Minimum advisory fee is $500 per month. For accredited investors, JKG may charge performance-based fees of 20% of new profits on some accounts.
Fee Estimator
Location
55 Post Road West, 2nd Floor, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is the owner and IAR of JKG Capital, LLC, a registered investment advisor, and spends full-time managing the business and client portfolios. He also works full-time as a portfolio manager at Jack Point Advisors, LLC, providing investment advisory services.
Employment History
Current Registrations
Jkg Capital LLC
Previous Registrations
Jack Point Advisors, LLC
State Registrations2 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.