The JSK Capital Approach ; No Shortcuts

I begin every engagement with extensive inquiries into my client's goals; tolerance for risk; and other constraints that are drafted into an Investment Policy Statement (IPS).

Upon completion of the IPS we can then substantively prepare some financial planning models and construct a portfolio that both meets the client's return objective and stays within the client's risk tolerance.

Financial Planning

Projecting the adequacy of your financial resources to meet your future needs is a function of your desired life style when you retire. I will work with you to meet your targeted savings needs to meet your goals.

Investments

I am offering my clients access to a mutual fund and exchange traded fund (ETF) lineup that I have extensively researched from over 20,000 funds across the United States.The criteria I emphasized in making these investment selections is Morningstar Rating; Manager Tenure of at least (8) years; fund holdings in sectors where I believe outperformance is possible at this stage of the economic recovery; and fund performance relative to the category average and index offering for the particular sector the fund is best matched with.

Table of Fees for Services JSK Capital Advisors, LLC (CRD# 167038) Effective Date: December 3, 2019
JSK Capital Advisors, LLC (the “Advisor”) provides this Table of Fees for Services as a supplemental disclosure to its Form ADV Part 2A (“Disclosure Brochure”). Please reference Items 4 and 5 of the Disclosure Brochure, which contains important details about the Advisor’s services and fees. Fees are negotiable at the sole discretion of the Advisor. The fees below will only apply to you when you request the services listed.
Fees Charged by Advisor	Fee Amount		Frequency Fee is Charged	Services
A percentage of assets under management	0.50% to 1.50%		Quarterly in arrears	Portfolio management for individuals and/or small businesses
A percentage of assets under management	Up to $1,000,000	1.00%	Quarterly in advance	Pension Consulting Services
	Over $1,000,000	0.50%
Hourly charges	up to $325		Due upon completion of the agreed upon deliverable[s]	Financial Planning Services
Subscription fees	n/a		n/a	n/a
Fixed fees	n/a		n/a	n/a
Commissions	n/a		n/a	n/a
Performance-based fees	n/a		n/a	n/a
Other:	n/a		n/a	n/a
Fees Charged by Third Parties	Fee Amount		Frequency Fee is Charged	Services
Independent Manager Fees	n/a		n/a	n/a
Robo-Advisor Fee	n/a		n/a	n/a
Please talk to the Advisor about fees and costs applicable to you

Additional fees and costs to discuss with the Advisor

Additional Fees/Costs	Yes/No	Paid To
Securities Transaction Fees *	Yes	Schwab
Commissions	No	n/a
Custodian Fees**	Yes	Schwab
Mark-ups	No	n/a
Mutual Fund/ETF Fees and Expenses	Yes	Schwab

* No transaction fees will be assessed for Exchange -traded funds or domestic equity securities traded online. Other types of securities subject to fees.

** The Custodian does not charge a custody fee, but fee may include [list applicable fees such as wire transfer fees, paper statement fee].