Jacques Fogel
Jacques Fogel is a registered investment advisor at Fogel Investment Advisory Group, INC., based in Fletcher, NC, with 27 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, Retirement Planning. Their firm serves 76 clients with $46M 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 | 0.75% |
Fees can be negotiated in certain situations.
Fee Estimator
Location
Fletcher, NC
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2001Criminal
November 1985Other Business ActivitiesSells Insurance
Jacques is a member of Kevitt Properties, LLC, a real estate investment firm, and owner of Fogel Investment Advisory Group, a registered investment advisor, where he spends nearly full-time researching investment strategies and managing the back office. He also sells fixed annuities and fixed insurance products through Fogel Investment Advisory Group- Insurance on an as-needed basis.
Employment History
Current Registrations
Fogel Investment Advisory Group, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services 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.