J. W. Korth & Company offers investment management services, manages investment advisory accounts, and provides investment advice through consultations and reports. The firm specializes in fixed income markets and manages portfolios of equities, bonds, and other securities. J. W. Korth does not act as a custodian of client assets, but places trades for clients under a limited power of attorney.
Assets Under Management$230M
Clients12
Advisors7
Avg. per Client$19M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000. When an account falls below $500,000 in value, the minimum annual fee of $7,500 or 1.5% is charged, whichever is lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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