JGC Wealth Management, LLC (operating as JGC Tax & Wealth Management) is a registered investment advisor based in Salem, Oregon, established in October 2012. JGC Wealth Management provides personalized asset management, financial planning and consulting, and retirement plan consulting to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm builds portfolios based on Modern Portfolio Theory and academic research, tailoring recommendations to each client's specific goals, timelines, and risk tolerance. JGC Wealth Management also offers comprehensive financial planning covering areas such as retirement, estate planning, education funding, risk management, budgeting, and tax strategies. While the firm does not have a strict account minimum, it generally prefers to work with clients who have at least $250,000 in investable assets.
Fee Structure
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.