JR
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
115 clients
Average Client Portfolio
$556K average
Assets Under Management
$63.9M
Fee Structure
Minimum Investment:$50K
Financial Plan Fee:$2,500 - $10,000
Hourly Rate:Up to $250/hr
Investment management fees are determined by each IAR, but will not exceed 1.5% annually. Financial planning fees range from $2,500 to $10,000 depending on the complexity of the client's situation. Hourly fees are up to $250. Retirement plan services fees range from 0.50% to 1.00% of plan assets under management. All fees are negotiable.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
1540 S. Coast Hwy. #202, Laguna Beach, CA, 92651
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
J K R & Company, INC.
July 1997 - Present · 28 yrs 6 mos
J K R & Company, INC. Broker
November 1979 - Present · 46 yrs 2 mos
Previous Registrations
Shearson Loeb Rhoades INC.Broker
June 1979 - December 1979 · 6 mos
Loeb PartnersBroker
January 1978 - June 1979 · 1 yr 5 mos
Loeb Rhoades & CO. INC.Broker
January 1977 - January 1978 · 1 yr
Loeb, Rhoades & CO. INC.Broker
November 1974 - January 1977 · 2 yrs 2 mos
Blyth Eastman Dillon & CO. IncorporatedBroker
April 1970 - December 1974 · 4 yrs 8 mos
State Registrations7 states
ARCAFLMAMONVNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.