JG Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JG Wealth Management provides advisory services primarily to individual clients, along with charitable organizations and business entities, through defined programs labeled Wealth Builder and Wealth Management. Services listed in the brochure include financial planning and investment management as well as tax preparation and estate planning/document drafting, consistent with common individual portfolio management and percentage-of-AUM billing practices.
The firm says it tailors plans and may use model allocations, offering both discretionary and non-discretionary management and periodic reviews at least quarterly. Its stated methods combine fundamental, quantitative, technical analysis and modern portfolio theory, and it implements a wide range of strategies — including long- and short-term trading, options, margin and short sales — and invests across mutual funds, ETFs, REITs, TIPS, non-U.S. securities and venture capital funds.
What is noteworthy is that, despite the firm’s small scale (one primary advisor and modest assets under management), the brochure discloses that JG Wealth Management acts as sponsor and portfolio manager for a wrap fee program, an arrangement relatively uncommon for firms of this size. The brochure also highlights bundled service elements that go beyond typical small advisory practices — for Wealth Management clients it includes tax services and estate document drafting with unlimited revisions and an annual attorney consultation.
Client services
Expertise
Fee options
$100,000 - $249,999: 1.50% $250,000 - $499,999: 1.30% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.85% $2,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000 - $49,999,999: 0.55% $50,000,000 - $99,999,999: 0.40% $100,000,000+: 0.30%
Account minimum: $100,000 Minimum fee: $3,750 minimum annual fee for individual accounts; $12,000 minimum annual fee for institutional accounts Fee-only: Financial planning fixed fees ranging from $1,200 to $5,000, negotiable; tax preparation fees from $325 to $3,000; estate planning $2,500; bookkeeping $500-$2,500 per month; Wealth Builder Program with $25 initiation fee and $300 minimum annual fees prorated monthly; Wealth Management Program with $187,500 minimum balance, $3,750 minimum annual fees prorated monthly, and $468.75 initiation fee
Main office
15 Enterprise, Suite 250
Aliso Viejo CA 92656-2652
Advisors at this office
1
Most active in
California · District of Columbia · Maryland · Texas · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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