JGL Advisory LLC provides customized investment advice and portfolio management to individuals, high-net-worth individuals, and small businesses. JGL operates as a fiduciary, legally required to act in your best interest. The firm's investment strategies are designed for capital appreciation and wealth preservation using stocks, bonds, and other publicly traded securities. Investment approach is determined by individual risk tolerance and objectives.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable based on complexity of the account, anticipated future assets, and scope of services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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