JPFG Wealth Management is a fee-based registered investment advisor offering comprehensive financial planning and ongoing portfolio management. The firm helps individuals and high-net-worth clients navigate complex financial situations, including retirement planning, tax strategies, estate planning, education funding, divorce planning, and risk management. JPFG provides discretionary portfolio management, often utilizing third-party sub-advisors such as Brookstone Capital Management and Retirement Management Systems to execute investment strategies. Clients typically maintain their accounts at Interactive Brokers or Fidelity, though the firm also manages outside retirement or brokerage accounts through digital software integrations. In addition to investment advisory services, certain professionals at the firm are licensed insurance agents and may offer insurance products separately.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 0.95% |
Fees may be negotiable based on account size, combined relationships, and the length of the relationship.