JWK Financial is an independent registered investment advisor founded in 2022 and based in Long Island City, New York. The firm is led by Jennifer Kang and offers two main services: comprehensive financial planning and investment management. Investment management is provided at no additional charge for clients who sign up for ongoing financial planning, utilizing independent third-party money managers to handle portfolio execution and asset allocation. The firm's financial planning covers a broad spectrum of topics, including retirement projections, cash flow and debt management, tax planning strategies, estate planning coordination, business consulting, college savings, and employee benefits optimization. JWK Financial emphasizes a personalized approach, tailoring its recommendations to each client's specific goals, risk tolerance, and time horizon. The firm serves individuals, high-net-worth clients, and small business owners, and does not require a minimum account size to open an account.
Fee Structure
Investment management is included at no extra charge if you sign up for JWK Financial's ongoing financial planning service. However, if you use outside money managers or third-party platforms recommended by JWK Financial, those managers will charge their own fees, which are debited directly from your account quarterly based on your average daily balance.