HM
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 (1)
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Regulatory
September 2021Final
Other Business Activities
Holly is the CEO, President, and CFO of Korth Direct Mortgage Inc (KDM), which owns J W Korth and Company. She also manages several special purpose entities as part of her role at KDM, dedicating time in concert with her work at J W Korth and Company LP.
Employment History
Current Registrations
J W Korth & Company
March 2013 - Present · 12 yrs 10 mos
J.W. Korth & Company Broker
July 2012 - Present · 13 yrs 6 mos
State Registrations2 states
FLMI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.