Kathy O'connor is a CFA-designated registered investment advisor at Kj Capital Management LLC, based in West Roxbury, MA, with 14 years of industry experience. Kathy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $88M 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 | 1.50% |
Management fees are negotiable based upon the client's individual needs and circumstances and the nature and scope of the investment activity within the account. Existing clients may have contracted under a different fee schedule.
Fee Estimator
Location
West Roxbury, MA
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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
Kj Capital Management LLC
Previous Registrations
Kj Capital Management LLC
Kj Capital Management LLC
State Registrations3 states
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