Tad Jakes is a CFP-designated registered investment advisor at Mfac Financial Advisors, INC., based in Westlake Village, CA, with 13 years of industry experience. Tad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 13 clients with $74M 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 | 1.00% |
Maximum annual fee is 1.0% of assets under management, subject to negotiation under certain circumstances. An initial setup fee of 0.25% applies.
Fee Estimator
Contact
Tad Jakes
Location
32107 Lindero Canyon Road, Suite 227, Westlake Village, CA, 91361
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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
Mfac Financial Advisors, INC.
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.
Exams
Additional Information
MFAC Financial Advisors, Inc., is a fee-only wealth management firm that offers comprehensive financial planning, tax planning, and investment management services. We have offices in Northern Baltimore County, Maryland and Westlake Village, CA. We meet with clients in our local areas as well as virtually throughout the country.
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