Joshua Francis Kortenkamp is an investment management firm founded in 2022 and based in Gurnee, Illinois. The firm specializes in providing customized portfolio management services to individuals, high net worth clients, trusts, and estates on a discretionary basis. Joshua Francis Kortenkamp utilizes a top-down macroeconomic approach, combining technical analysis and behavioral considerations to guide asset allocation and security selection, which includes mutual funds, exchange-traded funds, equities, bonds, treasuries, options, and limited partnership interests. The firm manages accounts with no minimum investment requirement and emphasizes a fee structure based on a percentage of the value of your portfolio.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are assessed and charged monthly. Fees are negotiable at the sole discretion of Joshua Francis Kortenkamp.