JK
JK

Jon Sahir Kashat

7 Years of Experience
Broker
Areas of Practice
Investment Management
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 ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$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
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Location

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jon is an associate at Angle Advisors, LLC, an M&A advisory firm, since 2017. He dedicates full-time hours to business advisory for corporate development.

Employment History
Current Registrations
J W Korth & Company
October 2019 - Present · 6 yrs 4 mos
J.W. Korth & CompanyBroker
October 2019 - Present · 6 yrs 4 mos
J.W. Korth & Company
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Cig Asset Management, INC.
June 2017 - November 2017 · 5 mos
Cig SecuritiesBroker
December 2016 - November 2017 · 11 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.