RetirementAdvice | JKA provides investment advisory services, specializing in asset management and financial planning. For asset management, JKA creates tailored portfolios using stocks, bonds, ETFs, and mutual funds, reviewing and rebalancing them quarterly. JKA also uses a third-party investment advisory firm to aid in the implementation of an investment portfolio. Financial planning covers investment, retirement, estate, tax, education, real estate, and insurance analysis. JKA also provides 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 - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Clients utilizing the third-party management services of Zacks Investment Management, Inc. will be charged an additional fee of 0.28% annually for equity portfolios and 0.18% annually for ETF portfolios.