JGP Wealth Management offers investment advice and financial planning to individuals, families, and businesses. They provide comprehensive portfolio management, financial planning, and consulting services. JGP aims to understand clients' financial situations and goals to create suitable investment approaches. They may also refer clients to third-party money managers.
Assets Under Management$1.4B
Clients803
Advisors17
Avg. per Client$1.8M
Avg. per Advisor$84M
www.youtube.com/channel/ucitnmsjt90ywhmtgwgugon... ·jgpwealth.com ·www.linkedin.com/company/jgpwealth
Fee Structure
Planning is included in investment management (also available separately)
JGP Wealth Management offers comprehensive portfolio management where they manage your investments, provide financial planning, and consulting services. The annual fee will not exceed 1.50% of the value of your account, including cash. Fees are billed quarterly in advance. Fees are negotiable and will be deducted from your account.
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