Katie Fallin is a registered investment advisor at Jgc Tax & Wealth Management, based in Salem, OR, with 7 years of industry experience. Katie 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
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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
Katie spends about 10-20% of her time supporting Johnson, Glaze & Co., an affiliated accounting firm. She works as an accountant since 2015, with duties including tax preparation, bookkeeping, and payroll.
Employment History
Current Registrations
Jgc Tax & Wealth Management
State Registrations2 states
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