For Beginners
For Beginners
You know you need to start investing, but maybe you don’t know how to begin. We get it. Investing can be unfamiliar and confusing. Our automated platform takes the stress out of getting started and guides you along the way.
We use the latest intuitive and intelligent technology to help you begin your financial journey
Get Started
Start with a $5,000 minimum investment and pay an annual advisory fee of no more than 0.50% you’ll also enjoy no trading commissions.
just answer a few questions and we’ll suggest an investment strategy for your investment account. The whole process shouldn’t take more than five minutes.
We offer unbiased, smarter advice for all your financial goals when life has become a bit more complicated.
At SJK Wealth Management, we’re not your Wall Street stuffy shirts just trying to sell you. You’ll enjoy no commissions and no hidden costs, just holistic advice.
Our only compensation comes directly from our clients. We do not earn commissions, referral fees, or any transaction-based compensation from any of our activities. When we make a recommendation, you can be sure that our advice is 100% free of conflicts of interest.
Our cloud-based Wealthvision™ platform provides deep insight to your financial plan. Our team crafts your unique plan and keeps you on track.
We offer the following services
* LPL Financial does not endorse our CPA Partners, and LPL Financial is not a tax or legal adviser. You should discuss your specific situation with a qualified tax or legal advisor.