John Stalega is a PFS-designated registered investment advisor at Jgs Wealth Management, LLC, based in Colchester, CT, 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, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
79 A Norwich Avenue, Colchester, CT, 06415
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
John is the sole proprietor of John G. Stalega, CPA, PFS, providing tax preparation, planning, and accounting services to individuals and small businesses. He spends nearly full-time on this activity, with a few hours per week during trading hours, and provides investment advice occasionally as an incidental service.
Employment History
Current Registrations
Jgs Wealth Management, LLC
State Registrations1 state
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