JC Capital Advisors Group LLC focuses on asset allocation and investment selection for client accounts, customizing portfolios based on investment goals and risk assessment. JCCA offers financial planning services ranging from broad-based to single-subject planning. The firm may also provide consulting services for a separate fee. JCCA does not act as a custodian of client assets.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Schedule is for equity-based portfolios. Income-based portfolios have a different fee schedule: Up to $500,000: 0.50%, $500,001 to $1,000,000: 0.45%, Over $1,000,001: 0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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