How does the advisor help clients – Key Takeaways:
JWKODAK CAPITAL MANAGEMENT, LLC offers a range of financial services to clients, catering to their specific needs and goals. The firm utilizes a proprietary investment process and provides individualized portfolios to clients, ensuring that their unique financial goals and risk tolerances are taken into consideration.
The team at JWKODAK CAPITAL MANAGEMENT, LLC is made up of experienced financial professionals who are dedicated to helping clients achieve financial success. With their expert knowledge and personalized approach, clients can trust that their financial future is in good hands.
Some key takeaways on how JWKODAK CAPITAL MANAGEMENT, LLC helps clients include:
- Utilizing a proprietary investment process
- Providing individualized portfolios
- Offering a range of financial services
Facts and Insights
As of December 2020, JWKODAK CAPITAL MANAGEMENT, LLC manages over $500 million in assets under management, catering to a diverse client base. The firm prides itself on offering transparent and unbiased advice to clients, ensuring that their best interests are always the top priority.
JWKODAK CAPITAL MANAGEMENT, LLC believes in staying up-to-date with the latest market trends and insights, which allows them to make informed investment decisions for their clients. The firm also values communication and strives to keep clients informed and educated about their financial strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 5+ | 10+ years |
Financial Services Offered
JWKODAK CAPITAL MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of their clients, such as:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
JWKODAK CAPITAL MANAGEMENT, LLC serves a diverse client base, including individuals, families, and small business owners. The firm understands that each client has a unique financial situation, and they tailor their services to meet the needs of each individual or family.
Fees & Compensation
JWKODAK CAPITAL MANAGEMENT, LLC charges clients based on a percentage of their assets under management. This fee structure ensures that the firm’s success is directly tied to the success of its clients’ investments. The firm does not receive commissions or other compensation from third parties, ensuring that their advice is always unbiased and in the best interest of clients.
Background
JWKODAK CAPITAL MANAGEMENT, LLC was founded in 2010 by John Kodak, a highly experienced financial advisor with over 20 years of experience in the industry. Under his leadership, the firm has grown to become a trusted name in the financial world, known for its personalized and transparent approach to wealth management.
Financial Advisor Disclosures to Know
JWKODAK CAPITAL MANAGEMENT, LLC has a clean record and has not faced any disciplinary actions in the past. The firm believes in full transparency and is committed to providing clients with all the information they need to make informed decisions about their financial future.