Jaykay Wealth Advisors (JKWAI) offers portfolio management based on individual client goals and risk tolerance. JKWAI also provides financial planning covering business, investments, insurance, taxes, retirement, college, and debt. JKWAI uses the SEI Asset Management Program, where SEI Investments manages assets. JKWAI also offers retirement plan services to plan sponsors and participants.
Assets Under Management$170M
Clients142
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$85M
www.facebook.com/jaykay-wealth-advisors-inc-224... ·www.advisorusa.com ·www.linkedin.com/company/jkwa
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25.0M - $30.0M | 0.40% |
| $30M+ | 0.35% |
Fees are negotiable based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...