George Jacques
George Jacques is a registered investment advisor at Symmetric Advisors INC, based in Minnetonka, MN, with 12 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 83 clients with $20M 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 | 1.92% |
| $2.0M - $5.0M | 1.68% |
| $5M+ | 1.68% |
Fees are negotiable for assets over $5,000,000.
Fee Estimator
Location
13911 Ridgedale Dr, Suite 250, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 1994Customer Dispute
October 1987Other Business Activities
George is the president of Island Investment Services, Inc., a Nevis corporation that wholly owns Symmetric Advisors, Inc. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Symmetric Advisors INC
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.