Joseph Jacques is a CFP, ChFC-designated registered investment advisor at Jacques Advisors, LLC, based in Rockville, MD, with 42 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 247 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.80% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Fees are billed quarterly in advance and may be negotiable based on the scope of the engagement.
Fee Estimator
Location
1700 E. Gude Drive, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph owns Jacques and Associates Certified Public Accountants, LLC, and Jacques Advisors LLC, both investment-related businesses. The time Joseph dedicates to these activities varies.
Employment History
Current Registrations
Jacques Advisors, LLC
Jacques Financial, LLCBroker
Previous Registrations
Ifg Network Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
Comprehensive Financial Services, INC.Broker
Nilcorp Securities CompanyBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
Boardwalk Capital CorporationBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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