Junkin & Company offers financial planning, investment advisory services, seminars, and educational workshops. They refer clients to third-party money managers like Matson Money, but do not directly manage client portfolios. Junkin & Company's investment philosophy is based on the Efficient Market Hypothesis, Modern Portfolio Theory, and the Fama-French Three Factor Model. They work with individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.
Assets Under ManagementN/A
Clients34
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.85% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
These fees are for assets directed to Matson Money. Matson Money is compensated for its investment advice from the advisory fee embedded in the family of no-load mutual funds it advises.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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