Jcg Capital

CRD#159116
Investment Advisor Firm

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Overview

Jcg Capital is a financial advisory firm located in Scottsdale, Arizona. Jcg Capital has a small group of one employee who is a financial advisor. Jcg Capital is not a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as stocks, bonds and options.

The company's central office is located at 8095 North 85Th Way, Scottsdale, Arizona 85258. The firm is registered to serve investors in the state of Arizona.

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

Number of Advisors

1

Disclosures

No

Office Location

8095 North 85Th Way
Scottsdale, AZ 85258

Jcg Capital by the Numbers

Total Number of Employees

1

National Average: 31

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Products and Services

Services that Jcg Capital offers can include selection of other advisers and other services. It is not engaged in selling products or offering services apart from investment advice to its investment advisory accounts.

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

Financial advisory fees typically are based on which service is provided. Fee types billed by the company typically consist of non-traditional fee structures. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive 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.

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    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.

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    Subscription

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    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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Financial Advisors at Jcg Capital

Jacob Johnson
Scottsdale, AZ

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This content was compiled from the SEC and FINRA