JC Capital Advisors Group provides discretionary investment management and financial planning services. JC Capital Advisors Group builds customized portfolios across five general investment objectives—Aggressive Growth, Growth, Growth Income, Balanced, and Income—using a macroeconomic analysis framework to make asset allocation decisions. The firm customizes asset allocation based on individual client goals, risk tolerance, and time horizons, utilizing exchange-traded funds, open-end and closed-end mutual funds, individual equities, bonds, and government securities. JC Capital Advisors Group also offers standalone financial planning and general consulting services covering topics such as retirement planning, personal savings, education savings, and insurance needs. The firm acts in the client's best interest as required by law. Certain representatives may also offer insurance products in a separate capacity, earning separate commissions.
Fee Structure
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% |
Rates shown are for equity-based portfolios. Income-based portfolios have a separate schedule starting at 0.50% for up to $500,000, 0.45% for $500,001 to $1,000,000, and 0.40% for amounts over $1,000,000.