Holly Christina Macdonald-korth

J W Korth & Company

13 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

J W Korth & Company

Compensation

Commission-BasedFee-Only (AUM)

Firm Size

6 advisors

Number of Clients

12 clients

Average Client Portfolio

$18.8M average

Assets Under Management

$225.6M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.50%
$500K - $1.0M	1.25%
$1.0M - $2.0M	1.00%
$2M+	1.00%

Fees negotiable for accounts over $2,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$7,500

Location

6500 Centurion Drive, Suite 250, Lansing, MI, 48917

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History

Regulatory History (1)

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Regulatory

September 2021

Final

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Other Business Activities

Holly is the CEO, President, and CFO of Korth Direct Mortgage Inc (KDM), which owns J W Korth and Company. She also manages several special purpose entities as part of her role at KDM, dedicating time in concert with her work at J W Korth and Company LP.

Employment History

Current Registrations

J W Korth & Company

March 2013 - Present · 12 yrs 11 mos

J.W. Korth & CompanyBroker

July 2012 - Present · 13 yrs 7 mos

State Registrations2 states

FLMI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.