JKD Financial Planning offers investment management and financial planning services. Investment management involves ongoing advice based on a client's individual needs, including developing an investment plan and managing a portfolio. Financial planning covers areas like retirement, insurance, and estate planning. JKD Financial also offers project-based financial planning and hourly consulting services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
JKD Financial Planning offers wealth management services for a flat annual fee of up to $7,000, paid quarterly. This fee may be adjusted annually for cost of living. Financial planning is included at no additional fee with wealth management services.
Loading...