Jean-Marie Mcintosh
Jean-Marie Mcintosh is a registered investment advisor at Personal Economic Planning, LLC, based in Royal Oaks, CA, with 16 years of industry experience. Jean-Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Personal Economic Planning, LLC (PEP) offers investment advice on an hourly basis at $180 per hour, billed in 5-minute increments. PEP will help you design a portfolio and make recommendations, but you are responsible for implementing the plan and making trades yourself. PEP does not offer ongoing investment management.
Location
Royal Oaks, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Personal Economic Planning, LLC
Previous Registrations
LPL Financial Corporation
State Registrations1 state
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