Michelle Benedict is a registered investment advisor at Jgp Wealth Management, LLC, based in Bend, OR, with 3 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 803 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JGP Wealth Management offers comprehensive portfolio management where they manage your investments, provide financial planning, and consulting services. The annual fee will not exceed 1.50% of the value of your account, including cash. Fees are billed quarterly in advance. Fees are negotiable and will be deducted from your account.
Location
2838 NW Crossing Drive, Suite 212, Bend, OR, 97703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jgp Wealth Management, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
North Capital Private Securities CorporationBroker
Phillips & CompanyBroker
State Registrations1 state
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.