Jon Kashat is a registered investment advisor at J W Korth & Company, based in Birmingham, MI, with 7 years of industry experience. Jon 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $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
Location
101 Southfield Road, 2nd Floor, Birmingham, MI, 48009
Get directionsHistory
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 →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
J.W. Korth & CompanyBroker
J.W. Korth & Company
Previous Registrations
Cig Asset Management, INC.
Cig SecuritiesBroker
State Registrations1 state
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
More Advisors
- Michael Tituskin, PFSNorthpoint Financial
- Jason Close, CFA, CFPMotive Wealth Advisors, LLC
- John Stein, CFAArax Advisory Partners
- George Sukkar, CFPPrivate Advisor Group, LLC
- Isaiah Bleiler, CFPInnovia Wealth, LLC
- Scott Bennett, CFPRaymond James & Associates, INC.