JK Private Wealth offers investment management services, creating tailored portfolios of stocks, bonds, ETFs, and other securities based on client needs and goals. JK Private Wealth may utilize sub-advisory services of a third-party investment advisory firm. The firm continuously monitors and rebalances portfolios as needed. As a fiduciary, JK Private Wealth is legally required to act in the client’s best interest.
Assets Under Management$160M
Clients115
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | Included |
| $10M+ | Included |
Fees are negotiable, especially for accounts over $10,000,000. The maximum annual fee charged to clients utilizing third-party sub-advisory services will not exceed 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...