J. W. Korth & Company is an investment management firm founded in 1982 that provides portfolio management services with a particular expertise in the fixed income market, including corporate bonds, municipal bonds, government bonds, and foreign bonds, alongside equities, mutual funds, and other securities. J. W. Korth & Company builds tailored relationships based on individual client goals, investment policy statements, and specific investment restrictions. The firm operates as both a registered investment advisor and a securities broker-dealer, allowing clients to hold their accounts directly through the firm's brokerage and clearing relationships. J. W. Korth & Company serves individuals, family offices, trusts, estates, charitable organizations, corporations, and institutional clients. The firm manages portfolios on a discretionary basis, meaning they make trading decisions on behalf of clients under a limited power of attorney, while ensuring all strategies align with the client's stated risk tolerance and objectives.
Fee Structure
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 for assets over $2,000,000 are negotiable. The minimum annual fee is $7,500. For accounts falling below $500,000, the fee is $7,500 or 1.50%, whichever is lower.