Fergus Hall is a registered investment advisor at Jfg Family Office, based in Denver, CO, with 6 years of industry experience. Fergus 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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Fergus is an owner/partner at Hall Brothers Ltd, which provides small business services such as scheduling software and enterprise solutions. He dedicates minimal time to this role, primarily focusing on the finance committee and internal accounting.
Employment History
Current Registrations
Jfg Family Office
Previous Registrations
Jfg Wealth Management, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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