NJK Wealth Management offers ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates a personalized investment policy statement for every client and manages portfolios using a long-term strategy, investing in mutual funds, fixed income securities, real estate funds, equities, exchange-traded funds, and private placements. In addition to investment management, NJK Wealth Management provides comprehensive financial planning covering investment planning, tax concerns, life insurance, retirement planning, college planning, and debt and credit management. The firm serves individuals, high-net-worth individuals, charitable organizations, and business entities.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.