Jones Kertz & Associates (JKA) provides investment advisory services through a wrap fee program. This program includes portfolio management, custodial services, and the execution of securities transactions for a single fee. JKA offers continuous, personalized investment management on either a discretionary or non-discretionary basis. JKA also offers wealth planning services, potentially for an additional fee depending on the complexity of the client's needs.
Fee Structure
Jones Kertz & Associates offers a wrap fee program where you pay a single fee that covers investment advice, account custody, and trading costs. This annual fee is a percentage of the value of your investments, typically ranging from 0.5% to 2%. The exact fee will be detailed in your investment management agreement and is negotiable. JKA may also charge a separate fee for wealth planning services, depending on your needs.