Taji Jacob is a registered investment advisor at Hauser Retirement Solutions 2 LLC, based in Chicago, IL, with 16 years of industry experience. Taji operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 76 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hauser Retirement Solutions 2, LLC (HRS) provides investment management services for retirement plans. The annual fee ranges from 0.15% to 1.00% of the plan's assets, depending on the services chosen. There is a $7,500 minimum annual fee. Fees may be negotiable based on the plan's specific situation and asset levels. HRS may also negotiate a separate hourly or per-project rate for certain plan-related project work, ranging from $75.00 to $100.00 per hour.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hauser Retirement Solutions 2 LLC
Previous Registrations
Newport Group Consulting, LLC
Advisory Consulting Group LLC
State Registrations1 state
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