JKG Capital LLC fees and pricing

Financial planner in Westport, Connecticut. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 21, 2026, JKG Capital LLC charges a monthly fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $500/mo; “The minimum Advisory Fee is $500 per month per Client.”

Payment and refund terms, quoted from the fee section of the brochure.

“Disclose whether the fees are negotiable.”
“Fees are either billed to the Client and/ or deducted directly from the Client's account, as agreed to in writing by the Client.”
“Fees for services not related to Client accounts may be billed separately.”

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2016 (10 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 14
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, market timing, and educational seminars and workshops
Assets managed: $15,214,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 284609
Website: jkgcapital.com (opens in new tab)
Phone: (203) 571-3557

Can advise clients in 2 states: Connecticut, Massachusetts

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.