How we’re paid, in plain English
You should always know how your advisor earns money. JKR offers two kinds of accounts:
- Advisory accounts: You pay an annual fee based on the assets we manage, [up to 1.5%]. We’re held to a fiduciary standard: your interests come first.
- Brokerage accounts: You pay a commission when you buy or sell. There’s no ongoing fee, which can make this the lower-cost choice if you rarely trade.
Each type has trade-offs, and we’ll walk you through them for your situation. Whichever you choose, ask us any question about costs, at any time. The full details are in our Form CRS.