JKM Wealth Management provides financial services to help clients achieve financial stability. They offer portfolio management, creating diversified portfolios based on client objectives using stocks, bonds, mutual funds, and ETFs. They also offer financial planning to help clients navigate unexpected events and achieve financial security. JKM also provides general consulting services independent of portfolio management and financial planning.
Assets Under Management$39M
Clients104
Advisors1
Avg. per Client$380K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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