JSW Global Capital Group is a registered investment advisor located in Fresno, California, offering financial planning and investment management services. JSW Global Capital Group provides hourly planning, written financial plans, and annual planning agreements covering personal finances, taxes, investments, insurance, retirement, and estate planning. For investment management, JSW Global Capital Group builds and monitors portfolios based on individual client objectives and risk tolerance, operating primarily on a non-discretionary basis where clients must approve trades. JSW Global Capital Group's advisors are also registered representatives of a broker-dealer and may recommend securities products that generate separate commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees generally range from 0.50% to 2.00% of assets under management and are fully negotiable.