JPFG Wealth Management offers financial planning and portfolio management services. Financial planning covers areas like cash flow, tax, risk, retirement, education, divorce, estate, charitable giving, and special needs planning. For investment management, JPFG uses a sub-advisor in some instances. JPFG also provides retirement plan consulting services.
Assets Under Management$15M
Clients128
Advisors1
Avg. per Client$120K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 0.95% |
Management fees may be negotiable based on account size, combined relationship, and length of relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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