"Restoring Confidence in Financial Markets........
One Family at a Time"
"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.