Retirementadvice | Jka
Assets Under Management
$239.5M
Number of Clients
242
Number of Advisors
3
Average Client AUM
$990K
AUM per Advisor
$79.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RetirementAdvice | JKA offers asset management and financial planning and consulting services to individuals, families, and other clients. Asset management includes creating tailored portfolios and regular account supervision. Financial planning covers investment, retirement, estate, tax, education, and other areas. They utilize a third-party investment advisory firm to aid in the implementation of an investment portfolio.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.99% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Minimum of $100,000 per household. Fees are negotiable.
Fee Estimator
Asset management fees are based on a percentage of assets under management. For financial planning and consulting, hourly fees are $500 for financial advisors and $75 for administrative time. Flat fees for financial planning range from $750 to $5,000. A minimum account balance of $250,000 is required for asset management services, but this is negotiable. A minimum fee of $750 is generally charged for written financial plans.
Areas of Practice
Location
1251 N. Manassero St., Suite #405A, Anaheim, CA, 92807