Jakub Kubrak is a registered investment advisor at Silver Grove Advisory Services, based in Celina, TX, with 14 years of industry experience. Jakub operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,150 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.0% to 2.00% annually based on account complexity, asset level, and overall relationship. Fees are negotiable.
Fee Estimator
Location
Celina, TX
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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
Jakub buys and sells used items on eBay as the owner of Imagoansa. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Silver Grove Advisory Services
Previous Registrations
Compound Planning, INC.
Texas Capital Bank Private Wealth Advisors
Fisher Investments
Chase Investment Services CORP.
State Registrations2 states
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
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