Richard Jack
Richard Jack is a registered investment advisor at Meadowbrook Wealth Management, LLC, based in Garden City, NY, with 5 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 121 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meadowbrook Wealth Management charges an annual fee based on the amount of your portfolio and the type of investments. The fee ranges from 0.5% to 2.5%. The fee is charged in advance each quarter, based on the value of your portfolio at the end of the previous quarter.
Different portfolio types have different fee schedules:
- Aggressive Growth Portfolio:
- $50,000 - $249,999: 2.50%
- $250,000 - $749,999: 2.00%
- $750,000 or more: 1.75%
- Growth Portfolio:
- $100,000 - $249,999: 2.00%
- $250,000 - $749,999: 1.50%
- $750,000 or more: 1.25%
- Balanced Portfolio:
- $100,000 - $249,999: 1.50%
- $250,000 or more: 1.00%
- Fixed Income Portfolio:
- $100,000 or more: 0.50%
Location
1042 Franklin Avenue, Suite 110, Garden City, NY, 11530
Get directionsHistory
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 ActivitiesSells Insurance
Richard has been an insurance agent since 2021, recommending life insurance and annuities and receiving commissions. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Meadowbrook Wealth Management, LLC
Previous Registrations
Raymond James Financial Services 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.