JGC Tax & Wealth Management offers investment advice and financial planning to individuals, families, and businesses. JGC provides asset management, retirement plan consulting, and financial planning services tailored to client needs. As a fiduciary, JGC is legally required to act in your best interest. JGC may recommend third-party investment advisors to manage client portfolios.
Assets Under Management$110M
Clients215
Advisors3
Avg. per Client$510K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.5M | 0.70% |
| $1.5M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are generally negotiable. In cases where there are third-party managers or sub-advisers, they are paid a portion of JGC's fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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