Jcg Capital

CRD#159116
Investment Advisor Firm

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Overview

Jcg Capital operates as a financial advisory company that has its headquarters in Scottsdale, Arizona. It has a small team of one employee who is a financial advisor. Jcg Capital is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as equities, bonds and options.

Jcg Capital's headquarters is located at 8095 North 85Th Way, Scottsdale, Arizona 85258. The company is legally permitted to serve clients in the state of Arizona.

Editorial note: Under some conditions, advisors and firms can file as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the publicly available information for Jcg Capital. Please visit the SEC website for more information at https://www.sec.gov

Number of Advisors

1

Fee Structure

Other

Disclosures

No

Office Location

8095 North 85Th Way
Scottsdale, AZ 85258

Jcg Capital by the Numbers

Total Number of Employees

1

National Average: 4,943

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Products and Services

Services provided by Jcg Capital include selection of other advisers and other services. The company does not sell products or offer services aside from investment advice to its investment advisory clients.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 23% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees for financial management are based on which services the firm provides the client. However, fees charged by Jcg Capital typically consist of non-traditional fee structures. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.

Available

  • Offered by 12% of firms

    Other

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    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

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    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

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    Hourly

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    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

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    Performance-based

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    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Fixed

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    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Disclosures

Jcg Capital does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA