J K R & Company, INC.
Assets Under Management
$63.9M
Number of Clients
115
Number of Advisors
5
Average Client AUM
$556K
AUM per Advisor
$12.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
JKR & Company is a registered investment adviser and broker-dealer offering investment management, financial planning, and retirement plan services. They customize investment advice and financial plans based on client's risk tolerance, time horizon, and specific goals. JKR is owned by James Ellis and James Kemp Richardson.
Fee Structure
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
Location
7145 Woodley Avenue, Van Nuys, CA, 91406