Paul Cramer is a registered investment advisor at Jgc Tax & Wealth Management, based in Salem, OR, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 202 clients with $130M 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 $250K | 1.40% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.5M | 0.70% |
| $1.5M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
250 Church Street SE, Ste 100, Salem, OR, 97301
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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 →Other Business Activities
Paul works full-time as a tax manager at Johnson, Glaze & Co. P.C. since December 2021, with significantly more than 40 hours per week during tax season, and the work occurs primarily during trading hours.
Employment History
Current Registrations
Jgc Tax & Wealth Management
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, 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.
Exams
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