Ken Cavalluzzo is a registered investment advisor at Cjk Capital Management, LLC, based in Doylestown, PA, with 20 years of industry experience. Ken operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CJK Capital Management charges a quarterly fee based on the value of your account.
- Adviser-managed fund: 1.3% annually (1.0% management fee and 0.3% administrative fee)
- Non-discretionary advising: 0.4% annually (0.1% management fee and 0.3% administrative fee)
The standard fee schedule is negotiable depending on your needs, the nature of your accounts, and the complexity of the investments. You can terminate the agreement at any time without termination fees, and you'll receive a refund of any prepaid fees for the remaining period. The account values of family members in the same household may be combined to determine the applicable advisory fee.
Location
Doylestown, PA
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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 →Employment History
Current Registrations
Cjk Capital Management, LLC
Previous Registrations
Sva Plumb Wealth Management, LLC
Wisconsin Capital Management, LLC
Sva Wealth Management, INC.
Wisconsin Capital Management, LLC
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.