JGS Wealth Management provides ongoing investment advice based on individual client goals and risk tolerance. Services include investment strategy, asset allocation, and portfolio monitoring. JGS Wealth Management also offers comprehensive financial planning covering retirement, investments, taxes, risk management, and estate planning. Third-party portfolio managers are used to construct and monitor investment portfolios.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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