JKR & Company is a registered investment advisor and broker-dealer. JKR provides ongoing investment management, customized to individual client needs. JKR also offers financial planning and consulting services covering various areas of a client's financial situation. JKR provides retirement plan services to assist clients in understanding their fiduciary duties and responsibilities.
Assets Under Management$110M
Clients127
Advisors5
Avg. per Client$890K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Each advisor sets their own fee schedule; however, in no instance will the annual investment management fee exceed 1.5% (0.375% quarterly) of a client’s assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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