John Bollweg is a CFP-designated registered investment advisor at Jmg Financial Group LTD, based in Downers Grove, IL, with 15 years of industry experience. John 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
Mps-Loria Financial Planners,llc
State Registrations2 states
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