JGC Tax & Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$132,030,176
Total clients
181
19% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
60
Average account size
$729,448
About
JGC Tax & Wealth Management provides investment advisory, written financial planning, and retirement plan consulting to individuals (including high-net-worth clients), small businesses, pension and profit-sharing plans, trusts, estates, nonprofits and corporations. The firm offers tailored portfolio management and financial plans, and also works with third-party managers or sub‑advisers as part of its services.
The firm’s investment approach is grounded in Modern Portfolio Theory and academic research, emphasizing diversification, cost-conscious implementation, and periodic monitoring; it may include income-oriented holdings such as REITs for clients with those objectives. JGC typically manages accounts on a discretionary basis, conducts reviews at least annually (or more frequently when triggered), and offers fee arrangements that include percentage-of‑AUM billing as well as hourly or fixed fees for planning and consulting.
Compared with many peers, JGC has two uncommon affiliations: it partners with Retirement Plan Consultants, LLC to deliver full-service retirement plan consulting (including ERISA fiduciary services and arrangements where fees may be a percentage of plan assets) and is affiliated by common ownership with an accounting firm, Johnson, Glaze & Co., PC, creating routine cross-referral activity and occasional coordination or payment of tax-preparation fees for advisory clients. The firm is a small supported adviser—about three advisors managing roughly $132 million for about 181 clients—which shapes its combination of hands-on retirement-plan work and integrated tax/accounting coordination.
Client services
Expertise
Fee options
Retirement Plan Consulting fees typically range from $2,500 to $5,000 depending on complexity, discounted for asset management clients; Financial planning fixed fees require a retainer equal to half the fixed fee with remaining balance billed monthly.
$0 - $249,999: 1.40% annually $250,000 - $499,999: 1.00% annually $500,000 - $749,999: 0.85% annually $750,000 - $1,499,999: 0.70% annually $1,500,000 - $2,999,999: 0.60% annually $3,000,000+: 0.50% annually
Retirement Plan Consulting services at $250 per hour for basic guidance.
Account minimum: $250,000 Fee-only: Financial planning fees $250 per hour, typically $2,500 to $5,000 depending on complexity, discounted for asset management clients.
Main office location
JGC Tax & Wealth Management
250 Church Street Se, Ste 100
Salem OR 97301, United States
Number of offices
1
Most active in
California · Nebraska · Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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