Jones Gregg Financial (JGF) provides financial planning, consulting, and investment management services to individuals, high-net-worth individuals, and businesses. Financial planning covers various areas like retirement, college, and estate planning. Consulting includes real estate, business succession, and other financial matters. Investment management is tailored to each client's goals and risk tolerance.
Assets Under Management$72M
Clients122
Advisors1
Avg. per Client$590K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. Some fees are charged in advance at the beginning of the quarter/month in which the services are to be provided, while others are charged in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...