JKay Securities provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. JKay creates an Investment Policy Statement for each client to guide portfolio selection. JKay generally limits its money management to equities, bonds, fixed income, ETFs, exchange listed REITs, and government securities. JKay requires authority to make trades without asking first.
Assets Under Management$1.6M
Clients18
Advisors1
Avg. per Client$89K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.60% |
Fees are negotiable depending on the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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