Retirementadvice | Jka

RetirementAdvice | JKA, established in 2011 by Jack Keeter in Anaheim, CA, specializes in asset management and financial planning services. The firm offers tailored investment strategies, including individual stocks, bonds, ETFs, and mutual funds. Clients can place restrictions on investments, and the firm conducts quarterly reviews and rebalances portfolios as needed. RetirementAdvice | JKA also provides financial planning services covering areas such as investment, retirement, estate, and tax planning. The firm charges asset management fees ranging from 1.00% to 1.99% based on account size. Financial planning services are billed hourly or with flat fees ranging from $750 to $5,000. The firm manages $239,505,676 in discretionary assets as of December 31, 2024. RetirementAdvice | JKA acts as a fiduciary, placing client interests first and maintaining a high Code of Ethics. The firm does not charge performance fees, accepts a minimum account balance of $250,000, and does not engage in commissionable securities sales. Clients have the option to grant investment discretion, and the firm does not vote client securities. RetirementAdvice | JKA does not have custody of client funds except for standing letters of authorization. The firm does not require prepayment exceeding $1,200 and has a sound financial condition.