JK PWA LLC offers investment advisory and management services, tailoring advice to each client's needs. JK PWA uses a tactical allocation strategy to reduce risk and increase performance, potentially using various securities like stocks, bonds, mutual funds, and ETFs. JK PWA will work with clients to address any restrictions on investing in certain securities.
Assets Under Management$13M
Clients50
Advisors1
Avg. per Client$260K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.05% |
| $750K+ | 0.95% |
Fees may be negotiable at JK PWA's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...