JMK & Associates provides investment management and financial planning services to individuals and business owners. They customize investment strategies based on a client's goals and risk tolerance, using mutual funds, exchange-traded funds (ETFs), and individual stocks. Assets are managed on a discretionary or non-discretionary basis. They also offer retirement plan consulting services to plan fiduciaries.
Fee Structure
JMK & Associates charges a percentage of your portfolio each year, up to a maximum of 2%. The exact fee is determined by the Investment Advisor Representative. This fee covers investment advice and ongoing management of your investments. You'll also pay separate fees charged by the brokerage firm and the funds your money is invested in. JMK & Associates also offers a wrap fee program where the advisory fee and transaction fees are bundled into a single payment.