Robert Macaulay
Robert Macaulay is a CFP-designated registered investment advisor at Jmac Enterprises LLC, based in Newtown, PA, with 36 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 348 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brick House Strategic Wealth's fees for managing your investments are based on a percentage of the value of your portfolio, up to 1.50% annually. The exact percentage depends on the complexity of your situation, the amount they manage, and your overall relationship with them. Fees are paid quarterly, in advance. The firm may use independent managers, and in some cases, you'll be charged a separate fee by those managers.
Location
201 South State St, Suite 2A, Newtown, PA, 18940
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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 ActivitiesSells Insurance
Robert is a trustee for a friend and holds power of attorney for his spouse's grandmother and mother, dedicating minimal time to these roles. He also owns Brick House Advisory and spends about 10-20% of his time on this finet practice, and spends a few hours per week as a registered representative with Wells Fargo Advisors Financial Network, LLC and on insurance sales.
Employment History
Current Registrations
Jmac Enterprises LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.