JPG Wealth Management offers investment management services where they make investment decisions for you based on your goals and risk tolerance. They also provide financial planning to help you reach goals like retirement or education funding, including cash flow projections, risk management, tax planning, and estate planning. JPG also offers educational seminars/workshops.
Assets Under Management$5.3M
Clients34
Advisors1
Avg. per Client$160K
Avg. per Advisor$5.3M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fees may be waived or negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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