J.p. King Advisors, Inc.

J.P. King Advisors, Inc. is a Registered Investment Advisory firm established in 1981 by James Patrick King, offering financial advice on a fee basis. The firm provides comprehensive financial planning and investment advisory services to various clients, including individuals, pension and profit sharing plans, trusts, estates, charitable organizations, partnerships, and small businesses. JPKA's services include investment advisory services and concierge services, with fees based on a tiered, cumulative structure ranging from 0.30% to 0.75% of active investment assets. The firm's investment strategy focuses on risk management, guided by principles such as diversification, asset allocation, and behavioral economics. JPKA manages approximately $743.7 million in assets for 429 client family relationships on a discretionary basis. The firm does not charge performance-based fees, has no minimum requirements for client engagement, and allows clients to place reasonable restrictions on investments. JPKA does not sponsor wrap fee programs and does not collect advisory fees in advance. The firm's brokerage practices involve selecting broker-dealers based on factors like reputation, financial condition, and competitive rates. JPKA does not participate in directed brokerage and does not receive compensation for client referrals. Clients receive quarterly reports, and account reviews are performed at least quarterly by the firm's financial advisors. JPKA accepts discretionary authority to manage securities accounts on behalf of clients and does not vote client securities proxies. The firm does not have any financial impairment or commitments that affect its ability to meet fiduciary obligations.