JMG Financial Group offers investment management and financial planning services to individuals, trusts, pension plans, businesses, and charities. Investment management is offered on a fee-only basis. Financial planning includes retirement planning, cash flow planning, and estate consulting. JMG also provides retirement consulting services to plan sponsors.
Assets Under Management$6.4B
Clients1,665
Advisors47
Avg. per Client$3.8M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Fee schedule is generally for new clients after 12/31/2017. Grandfathered clients may have different fee schedules. Sub-advisor fees (0.090% to 0.750%) are in addition to JMG's fees. For alternative investments, the fee is 1.00% for portfolios less than $10M and 0.90% for portfolios of at least $10M. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
47 Advisors at this firm
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