Jaime Young is a registered investment advisor at Sacks & Associates, LLC, based in Warren, NJ, with 24 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 140 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
152 Liberty Corner Road, Suite 204, Warren, NJ, 07059
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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 →Other Business Activities
Jaime volunteers with the Judd Elementary PTO, a non-profit parent-teacher organization, assisting with fundraisers and class parties since 2017. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Sacks & Associates, LLC
Previous Registrations
Mutual Securities, INC.Broker
Mutual Securities, INC.Broker
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
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.