Jacques Frenkel
Jacques Frenkel is a registered investment advisor at Geneva Financial Group, based in Jackson, NJ, with 31 years of industry experience. Jacques operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee for asset management services will be between 0.75% and 1.50%. Fees are negotiable and depend on various factors.
Fee Estimator
Location
2060 W. County Line Rd, Jackson, NJ, 08527
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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
Jacques is the president and owner of Geneva Financial Group LLC, Taryag Foundation, Geneva Realty LLC, and GFG Realty LLC, spending minimal time on each. He also works as a self-employed contractor selling insurance products and owns a logistics freight transportation company, dedicating a few hours per week to each.
Employment History
Current Registrations
Geneva Financial Group
Previous Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Bolton Global CapitalBroker
Bolton Global Asset Management
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
State Registrations2 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.