JD
Firm Information
Compensation
Commission-BasedFee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
12 clients
Average Client Portfolio
$18.8M average
Assets Under Management
$225.6M
Fee Structure
Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$7,500
You'll pay an annual fee based on the value of your assets under management (see rates in table). The preferred minimum investment is $500,000, and the minimum annual fee is $7,500, though these may be waived. All fees are negotiable based on the total client relationship. There is also a flat per-transaction charge of $20.
Areas of Practice
Investment Management
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Advisor Information
Office location
6500 Centurion Drive, Suite 250, Lansing, MI, 48917
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 W Korth & Company
October 2012 - Present · 13 yrs 3 mos
J.W. Korth & Company Broker
November 2008 - Present · 17 yrs 2 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.