Njk Wealth Management

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Njk Wealth Management - Fees, AUM & Advisors | TrueAdvisor