Jessica Margetson is a CFP-designated registered investment advisor at Jfg Family Office, based in Denver, CO, with 15 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 48 clients with $2.7B 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 $30.0M | Included |
| $30M+ | 0.35% |
JFG is paid a fixed fee of $250,000 until the client's assets under management reach $30,000,000. Thereafter, JFG's fee is 0.35% of assets under management that exceed $30,000,000. Fees are generally non-negotiable, although JFG reserves the right to negotiate the fees lower.
Fee Estimator
Location
1144 Fifteenth Street, Suite 3950, Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jfg Family Office
Previous Registrations
Jfg Wealth Management, LLC
Invictus Private Wealth, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Waddell & Reed, INC.Broker
State Registrations1 state
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