Justin Kay is a registered investment advisor at Jkay Securities Corporation, based in Lakewood, CO, with 13 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 18 clients with $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.60% |
Fees are negotiable depending on the needs of the client and complexity of the situation.
Fee Estimator
Location
Lakewood, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jkay Securities Corporation
State Registrations2 states
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