RETIREMENTADVICE | JKA

Overview

Retirementadvice | Jka is an independent RIA organized as a corporation and set up to serve both individual/family and institutional clients. The firm acts as a capital allocator and blends fee-based advisory work with insurance brokerage. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements are mixed—percentage of AUM, hourly and fixed-fee engagements—allowing flexibility across client types and project work. Investment activity centers on equity exposure and third-party manager allocations. The firm’s SEC registration dates to 2014 and it is owned by an individual, which is consistent with a boutique operating model: concentrated client relationships, discretionary portfolio authority, and select use of external managers where specialized exposure is needed.

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