Jacques Soenens
Jacques Soenens is a registered investment advisor at Great Gable Wealth Management, LLC, based in Beverly Hills, CA, with 23 years of industry experience. Jacques operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 218 clients with $190M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable and may vary by client.
Fee Estimator
Location
315 S. Beverly Dr Suite 406, Beverly Hills, CA, 90212
Get directionsHistory
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
Jacques is a Managing Partner at Great Gable Partners, LP, a California Registered Investment Adviser, since 2004. As Chief Investment Officer, he leads the firm's alternative investment strategy, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Great Gable Wealth Management, LLC
Previous Registrations
Great Gable Partners, LP
Osmium Partners, LLC
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.