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JM
CFP
JM
CFP

Jacob Mack

Masters Legacy Planning
25 Years of Experience
Linwood, NJ
Sells Insurance
View SEC Summary
View SEC Summary

Jacob Mack is a CFP-designated registered investment advisor at Masters Legacy Planning, based in Linwood, NJ, with 25 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 146 clients with $250M in assets under management.

Masters Legacy Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
146 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$248.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are generally negotiable up to a maximum annual rate of 1.25%. Alternative programs like the American Funds Model Portfolios have a maximum fee of 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

650 New Road, Suite B, Linwood, NJ, 08221

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jacob is an insurance agent selling fixed insurance products. He is also involved with several entities related to solar energy, including SJP Holding LLC, Thundercore LLC, and ACS Solar1 LLC.

Employment History
Current Registrations
Masters Legacy Planning
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Commonwealth Financial Network
September 2006 - October 2018 · 12 yrs 1 mo
Commonwealth Financial NetworkBroker
September 2006 - October 2018 · 12 yrs 1 mo
Masters Legacy Planning, INC.
September 2006 - June 2016 · 9 yrs 9 mos
Edward Jones
July 2006 - September 2006 · 2 mos
Edward JonesBroker
April 2001 - September 2006 · 5 yrs 5 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
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