JKR & Company provides personalized investment management and financial planning services to individuals, high net worth individuals, and retirement plan sponsors. The firm manages investment portfolios by continuously monitoring client accounts and executing trades tailored to individual risk tolerances, time horizons, and goals. In addition to portfolio management, JKR & Company offers comprehensive financial planning covering areas such as retirement planning, tax strategies, cash flow and debt management, estate planning, and insurance analysis. The firm operates as both a registered investment advisor and an introducing broker-dealer, and its team can assist clients with insurance products and brokerage services. JKR & Company customizes its strategies based on individual client needs and maintains a minimum account size requirement, though exceptions may apply.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Each advisor sets their own fee schedule, but the annual investment management fee will not exceed 1.5%. Fees are negotiable.