JGR Financial Solutions manages investment portfolios and provides financial planning services covering retirement, taxes, insurance, and estate planning. JGR Financial Solutions creates tailored investment plans based on a client's goals, risk tolerance, and financial situation. Financial planning involves an evaluation of a client’s current and future financial state. Implementation of the plan is at the discretion of the Client.
Assets Under Management$78M
Clients93
Advisors1
Avg. per Client$840K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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