Jacques Boubli
Jacques Boubli is a CFP-designated registered investment advisor at The Portfolio Strategy Group, LLC, based in White Plains, NY, with 6 years of industry experience. Jacques operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 444 clients with $2.4B 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 $10.0M | 0.75% |
| $10M+ | 0.75% |
Amounts in excess of $10,000,000 of Client assets are subject to a negotiable fee. Some legacy Clients pay lower fees based on the fee schedule existing at the time they became Clients. For PSG's management of Clients' fixed income portfolios, an annual fee equal to 0.5% (0.125% quarterly) of the assets under management is charged. In certain cases, new Clients referred by Third party sources may be charged up to a 1% annual (0.25% quarterly) management fee.
Fee Estimator
Location
50 Main Street, Suite 1280, White Plains, NY, 10606
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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 →Employment History
Current Registrations
The Portfolio Strategy Group, LLC
Previous Registrations
J.P. Morgan Securities LLC
Alliancebernstein L.P.
State Registrations1 state
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