GJ
GJ

Gail Jones

5 Years of Experience
Menominee, MI
May Earn Commission

Gail Jones is a registered investment advisor at D & G Advisory Group, L.L.C., based in Menominee, MI, with 5 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 283 clients with $160M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
283 clients
Average Client Portfolio
$553K average
Assets Under Management
$156.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Investment management fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Menominee, MI

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
D & G Advisory Group, L.L.C.
September 2020 - Present · 5 yrs 8 mos
State Registrations7 states
AZFLIDMIMNSCWI
Advisor

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Exams
No exam information available for this advisor.