JG Wealth Management (JWML) offers financial planning and portfolio management services. Financial planning covers investment, tax, life insurance, retirement, college, and debt/credit planning. JWML generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, non-U.S. securities and venture capital funds. Client investment strategies are tailored based on their Investment Policy Statement. JWML also manages wrap fee accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
These fees are for wrap fee portfolio management. There is an $2,500 initiation fee for individual accounts and a $5,000 initiation fee for institutional accounts. For individual accounts, there is a minimum annual cost of $3,750, and for institutional accounts, there is a minimum annual cost of $12,000. Fees may be negotiable.