CJK Capital Management offers investment advice through separately managed accounts. CJK works with clients to understand their investment goals and creates tailored investment plans. CJK has the authority to manage client accounts, including making trades and selecting brokerage firms. CJK may also act as a sub-advisor for other fund managers. CJK may provide advisory services to employee benefit plans.
Fee Structure
CJK Capital Management charges a quarterly fee based on the value of your account.
- Adviser-managed fund: 1.3% annually (1.0% management fee and 0.3% administrative fee)
- Non-discretionary advising: 0.4% annually (0.1% management fee and 0.3% administrative fee)
The standard fee schedule is negotiable depending on your needs, the nature of your accounts, and the complexity of the investments. You can terminate the agreement at any time without termination fees, and you'll receive a refund of any prepaid fees for the remaining period. The account values of family members in the same household may be combined to determine the applicable advisory fee.