NJK Wealth Management offers portfolio management services based on individual client goals and risk tolerance. They create an investment policy statement for each client. NJKWM also provides financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
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 Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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