Juerg Ciceri
Juerg Ciceri is a CFP-designated registered investment advisor at Jc Financial Planning & Investments, LLC, based in Long Beach, CA, with 19 years of industry experience. Juerg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 55 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JC Financial Planning & Investments offers portfolio management services where the annual fee will not exceed 1% of the value of your account. The fee is calculated quarterly. A fixed retainer fee may also be negotiated, but will not exceed 1% of the managed assets. For financial consulting services, the annual fee will not exceed 0.9% of the value of the advised accounts, billed quarterly.
Location
Long Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Juerg is the owner and general partner of Swiss Investment Holding Company "Golden State Holding GMBH". This activity is not investment-related.
Employment History
Current Registrations
Jc Financial Planning & Investments, LLC
State Registrations1 state
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.