JGS Wealth Management is a registered investment advisor based in Colchester, Connecticut, offering ongoing portfolio advisory services and comprehensive financial planning to individual clients. Founded by John G. Stalega, the firm utilizes academic research and Modern Portfolio Theory to build diversified portfolios consisting primarily of open-end mutual funds and exchange-traded funds. Investment advisory services include investment strategy, personal investment policy, asset allocation, asset selection, and continuous portfolio monitoring. Additionally, JGS Wealth Management provides comprehensive financial planning covering retirement planning, investment planning, tax planning, risk management, and estate planning. The firm typically works with individuals and maintains an account minimum of $100,000 for investment advisory services, which can be waived based on client needs. The principal owner also operates an independent certified public accounting firm, offering clients potential access to coordinated tax and accounting services.
Fee Structure
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.