JFK Advisory Services offers financial planning and investment advisory services. Financial planning includes portfolio customization based on client goals and financial situations, as well as investment strategy recommendations. Investment advisory services involve custom portfolio management on a discretionary basis, using a tactical allocation strategy. JFK may recommend third-party money managers and receives a portion of their fee for client relationship management and oversight.
Assets Under Management$1.3M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee. Fees may be reduced or waived for directors, officers, and employees of JFK. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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