JMG Financial Group develops and implements comprehensive wealth management strategies designed to align with each client's lifestyle, legacy, and philanthropic goals. The firm offers a full range of services, including portfolio management, tax planning and preparation, cash-flow planning, retirement planning, estate consulting, and education funding. JMG Financial Group emphasizes a disciplined, planning-based approach to investing that takes into account tax efficiency and individual risk tolerance. The firm primarily serves individuals, trusts, and business entities, tailoring its strategies to support clients through major life transitions and long-term generational wealth planning.
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.