Joshua F Kortenkamp offers investment management services to individuals, high net worth clients, trusts, and estates. The firm makes investment decisions on your behalf based on your objectives and needs. They invest in mutual funds, exchange traded funds, equities, bonds, treasuries, options and/or limited partnership interests. Joshua F Kortenkamp manages client assets on a discretionary basis, making buy, sell, and hold decisions.
Assets Under Management$7.4M
Clients18
Advisors1
Avg. per Client$410K
Avg. per Advisor$7.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the sole discretion of Joshua F Kortenkamp.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...