Jacob Krecic is a registered investment advisor at Daymark Wealth Partners, LLC, based in Westlake, OH, with 27 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 2,107 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DayMark Wealth Partners offers two investment management services:
- Asset Management: The annual fee will not exceed 1.75% of the value of your account, billed quarterly in advance. Fees are negotiable.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of the value of your account, billed quarterly in advance. Fees are negotiable. If an account is being charged a minimum account program fee because of the total market value of the account, the advisory fee charged can be higher than the stated maximum annual fee quoted above.
Clients may also incur fees charged by third-party managers if those managers are used.
Location
2211 Crocker Rd, Suite 100, Westlake, OH, 44145
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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 →Employment History
Current Registrations
Daymark Wealth Partners, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.