JH
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
7145 Woodley Avenue, Van Nuys, CA, 91406
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.
August 2018 - Present · 7 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.