Jacob Mcclure is a registered investment advisor at The Personal Wealth Coach, based in Salado, TX, with 20 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 233 clients with $220M 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 $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
The annual management and retainer fees are negotiable.
Fee Estimator
Location
918 North Main Street, Salado, TX, 76571
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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
Jacob owns Infuse the Muse, a sole proprietorship, where he creates and sells artwork, dedicating about 10% of his time. He also serves as Chairman of the Board for Salado Montessori Inc., a 501(c)(3) educational institution, spending about 10% of his time.
Employment History
Current Registrations
The Personal Wealth Coach
Previous Registrations
Next Financial Group, INC.
Intersecurities, INC.
State Registrations4 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.