Eric Berkowitz is a CFP-designated registered investment advisor at Jmg Financial Group LTD, based in Downers Grove, IL, with 5 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,789 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual advisory fees generally range from 0.35% to 1.00% of assets under management on a tiered basis, and are negotiable. Alternative investments generally range from 0.90% to 1.00%. Sub-advisor fees and alternative investment expenses are separate and in addition to JMG's fee.
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
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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