JKG Capital offers custom financial advisory services, including financial planning, portfolio management, market analysis, and strategy development. They also offer proprietary investment strategies as separately managed accounts, focusing on income or growth. JKG tailors its services to individual client needs, considering their goals and concerns. JKG may allocate to alternative investments and proprietary strategies with the aim of providing Clients with superior risk adjusted performance.
Assets Under Management$6.2M
Clients9
Advisors1
Avg. per Client$690K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum advisory fee is $500 per month. For accredited investors, JKG may charge performance-based fees of 20% of new profits on some accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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