J
JSW Global Capital Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,853,590
Clients
2
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$926,795
About
The firm provides financial planning and investment supervisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, and corporations. Offerings include hourly and written financial plans, annual planning engagements, individual portfolio management, and manager-selection programs.
The adviser uses a mix of fundamental, technical, quantitative and qualitative analysis and employs asset-allocation alongside long- and short-term purchase strategies; accounts are monitored and reviewed, typically at least quarterly. Portfolios are generally managed on a non-discretionary basis — the brochure reports $1,853,590 of non‑discretionary assets and no discretionary AUM — and clients are asked to direct brokerage and custody choices.
Noteworthy differences from many peers include the firm’s predominantly non‑discretionary asset base, which is uncommon among independent advisers, and its brokerage affiliation: advisory personnel are registered representatives of LPL Financial and the firm discloses receipt of transition assistance from LPL, a potential conflict when recommending LPL custody or brokerage. The brochure also highlights a broad investable universe (including interests in real estate, oil and gas and other alternative partnerships) and the availability of in-depth written financial plans, features that stand out for a firm of this scale.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Business ownership considerations
Occupation focus
Executive
Fee options
Written financial plan fees generally range from $1,000 to $25,000; Annual financial planning service agreements range from $2,500 to $20,000 annually
0.50% to 2.00% (negotiable) annual fee based on assets under management
Advisory associates may earn commissions and/or 12b-1 fees from brokerage transactions separate from advisory fees
Hourly financial planning consultation fees range from $75 to $120 per hour
Fee-only: Hourly financial planning consultation fees range from $75 to $120 per hour; Written financial plans generally range from $1,000 to $25,000; Annual financial planning service agreements generally range from $2,500 to $20,000 annually (flat fee)
Main office location
JSW Global Capital Group
1318 E. Shaw Ave. #305
Fresno CA 93710, United States
Number of offices
1
Most active in
JSW Global Capital Group has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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