Michael Blanchard is a CFP-designated registered investment advisor at Jgc Tax & Wealth Management, based in Salem, OR, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 215 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.5M | 0.70% |
| $1.5M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are generally negotiable. In cases where there are third-party managers or sub-advisers, they are paid a portion of JGC's fee.
Fee Estimator
Location
250 Church Street SE, Ste 100, Salem, OR, 97301
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a CPA and shareholder at Johnson, Glaze & Co. P.C. since 2000, working full-time. He also owns and manages the property/building through MBA Real Estate, LLC., spending minimal time on this activity.
Employment History
Current Registrations
Jgc Tax & Wealth Management
Previous Registrations
The H Group, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.