Jakub Kubrak is a registered investment advisor at Silver Grove Advisory Services, based in Celina, TX, with 13 years of industry experience. Jakub operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,930 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Grove Advisory Services charges an annual investment advisory fee ranging from 0.0% to 2.00% of the value of your portfolio. The exact fee depends on the complexity of services, the amount of assets managed, and your overall relationship with Silver Grove. Fees are negotiable. If Silver Grove recommends an independent manager, you will also pay advisory fees to that manager, but the total fee will not exceed 3% annually.
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.