"The Important Stuff"

This is a "NO B.S." Zone

 
What Do We Charge?
        

                Concierge Wealth Management

                           

      First $1,000,000     .95%

     Next $2,000,000    .75%

     Next $2,000,000    .65%

     Next $10,000,000   .50%

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    Over $15MM = Negotiable

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               All transaction costs and most miscellaneous fees are included.             JGHELLER has a $1,000,000 household minimum (all family accounts must total $1MM or more),  

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  Consulting

 $325 per hour

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    About our firm

- Accounts are held at PERSHING, LLC., a wholly owned subsidiary of  Bank of NY/Mellon. This is also known as your "custodian firm."  Bank of NY/Mellon is the world's largest custodian of assets with over $29 Trillion in assets under custody.**

 

CAMBRIDGE INVESTEMENT RESEARCH, INC., located in Fairfield Iowa, is our "Broker/Dealer." Cambridge is ranked as one of the top 10 independent broker/dealers based upon revenue.**

 

FINANCIAL PLANNING is provided using technology from Money-Guide Pro, one of the nation's leading providers of state of the art planning software.

 

INVESTMENT RESEARCH is utilized from numerous leading asset management firms and academic institutions including: Dimensional, JP Morgan, Fidelity, Blackrock, Mathews Asia, Wells Fargo Asset Management, Wisdom Tree, Doubleline Capital, Vanguard, Columbia University, University of Chicago, Carnegie Mellon, etc.

*Investopedia.  12/9/2015

**Investment News. Annual Rankings 2015.

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC to residents CA, MI, PA, OR. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and JG Heller Private Wealth Advisors, Inc. are not affiliated.