J W Korth & Company
Assets Under Management
$225.6M
Number of Clients
12
Number of Advisors
6
Average Client AUM
$18.8M
AUM per Advisor
$37.6M
Compensation
Commission-BasedFee-Only (AUM)
About This Firm
J. W. Korth & Company provides investment supervisory services, manages investment advisory accounts, invests via sub-advisory relationships, furnishes investment advice through consultations, and issues reports about securities. The firm specializes in the fixed income market and manages $225 million in assets.
Fee Structure
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
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
Location
6500 Centurion Drive, Suite 250, Lansing, MI, 48917