RetirementAdvice | JKA offers comprehensive investment advisory services, specializing in asset management and financial planning. Founded in 2011 and wholly owned by Jack Keeter, the firm creates customized portfolios consisting of individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments tailored to each client's specific goals. RetirementAdvice | JKA utilizes fundamental, technical, and cyclical analysis to manage portfolios and reviews accounts at least quarterly to ensure proper alignment with client objectives. In addition to direct portfolio management, the firm utilizes third-party money managers like Zacks Investment Management to implement specific strategies. RetirementAdvice | JKA also provides financial planning and consulting covering retirement, estate, tax, insurance, real estate, and charitable planning. Furthermore, the firm offers retirement plan consulting services to employer plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.99% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Clients utilizing third-party management through Zacks Investment Management pay an additional fee of 0.18% to 0.28% annually.