Kj Capital Management LLC

Fee-Only (% of Portfolio)

KJ Capital Management is a registered investment advisor providing personalized investment management services and advice to individuals, trusts, estates, charitable organizations, municipalities, corporations, and other businesses. KJ Capital Management offers discretionary investment management services tailored to meet clients' needs and investment objectives. They may also offer non-discretionary arrangements where client approval is needed before executing any transactions.

Assets Under Management$88M
Clients63
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$88M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Management fees are negotiable based upon the client's individual needs and circumstances and the nature and scope of the investment activity within the account. Existing clients may have contracted under a different fee schedule.

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Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Kj Capital Management LLC | TrueAdvisor