Jacob Blukis is a CFP-designated registered investment advisor at Mcilrath & Eck, LLC, based in Arlington, WA, with 9 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,287 clients with $1.4B 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 | 1.50% |
Fees range from 0.45% to 1.50% per year and are determined on a case-by-case basis. All investment advisory fees are negotiable.
Fee Estimator
Location
3325 Smokey Point Drive, Suite 201, Arlington, WA, 98223
Get directionsHistory
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
Mcilrath & Eck, LLC
Previous Registrations
AXA Advisors, LLC
State Registrations1 state
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
More Advisors
- Thor Mcilrath, CFPMcilrath & Eck, LLC
- Troy Crutcher, CFPMcilrath & Eck, LLC
- Wendiguiata Ouedraogo, ChFCMcilrath & Eck, LLC
- Connor Cummings, CFPEdward Jones
- Brian Wyatt, CFPWyatt Wealth Management
- Daniel Reisdorff, CFPEdward Jones