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Holly Macdonald-Korth

J W Korth & Company
14 Years of Experience
Coral Gables, FL
1 DisclosureBroker
View SEC Summary
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Holly Macdonald-Korth is a registered investment advisor at J W Korth & Company, based in Coral Gables, FL, with 14 years of industry experience. Holly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 12 clients with $230M in assets under management.

J W Korth & Company
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
12 clients
Average Client Portfolio
$19.1M average
Assets Under Management
$228.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2M+1.00%

Fees for assets over $2,000,000 are negotiable. The minimum annual fee is $7,500. For accounts falling below $500,000, the fee is $7,500 or 1.50%, whichever is lower.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

135 San Lorenzo Avenue, Suite 600, Coral Gables, FL, 33146

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2021
Final
View Full SEC ReportHow to Read Disclosures
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 · 13 yrs 7 mos
J.W. Korth & CompanyBroker
July 2012 - Present · 14 yrs 3 mos
State Registrations2 states
FLMI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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