Jfg Wealth Management, LLC

JFG Wealth Management, LLC is a financial advisory firm based in Denver, CO, established in August 2016. The firm specializes in offering investment management, financial consulting, and selection of other advisers to high net worth individuals, corporations, and charitable organizations. They construct customized portfolios based on clients' financial objectives and constraints, offering both discretionary and non-discretionary asset management. JFG Wealth Management provides complimentary financial planning services tailored to individual needs, ranging from comprehensive financial planning to modular consultative services. The firm may recommend third-party money managers or private fund managers to manage client portfolios, considering factors such as performance, fees, and investment goals. JFG Wealth Management charges fees based on assets under management, with a minimum annual fee of $45,000 and a minimum account size of $5 million. The firm operates as a fiduciary, acting in the best interests of clients. Clients have the option to impose restrictions on investing in certain securities. JFG Wealth Management does not charge performance-based fees and primarily serves high net worth individuals and charitable organizations, with a minimum account size of $5 million. The firm's investment strategies focus on building globally diversified portfolios that are tax and cost-efficient, including various types of investments such as mutual funds, ETFs, and private placements. JFG Wealth Management does not receive compensation for recommending client-owned private investments and maintains a Code of Ethics to ensure compliance and transparency in its operations. The firm provides quarterly portfolio reviews and offers custody services, with client assets held at selected brokerage houses. JFG Wealth Management exercises investment discretion with client authorization and votes proxies in the best interest of clients. Clients receive detailed reports on performance and fees, ensuring transparency in the advisory relationship.