Jameson & Griffin Financial offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. JGF generally limits its investment advice to mutual funds, equities and ETFs. JGF requests authority to make trades without asking for permission each time.
Assets Under Management$21M
Clients83
Advisors1
Avg. per Client$250K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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