JGR Financial Solutions is a registered investment advisor founded in 2015 and based in North Canton, Ohio. The firm provides personalized investment management and comprehensive financial planning for individuals and high net-worth families. JGR Financial Solutions builds individually tailored investment portfolios based on each client's goals, time horizon, risk tolerance, and tax considerations. In addition to managing investments, JGR Financial Solutions offers financial planning covering retirement planning, tax strategies, insurance reviews, and estate planning guidance. The firm operates with a fiduciary duty, meaning they are legally required to act in your best interest. Advisory fees are charged as a percentage of the value of your portfolio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees are negotiable and calculated as a blended rate.