Marcus Velasco is a CFA, CFP-designated registered investment advisor at Jmg Financial Group LTD, based in Downers Grove, IL, with 18 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,665 clients with $6.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Fee schedule is generally for new clients after 12/31/2017. Grandfathered clients may have different fee schedules. Sub-advisor fees (0.090% to 0.750%) are in addition to JMG's fees. For alternative investments, the fee is 1.00% for portfolios less than $10M and 0.90% for portfolios of at least $10M. Fees are negotiable.
Fee Estimator
Location
2001 Butterfield Road, Suite 1400, Downers Grove, IL, 60515
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jmg Financial Group LTD
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Nuveen Securities, LLCBroker
Nuveen Asset Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Waterhouse Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.