Jeremy Jacques is a registered investment advisor at Jacques Advisors, LLC, based in Rockville, MD, with 12 years of industry experience. Jeremy 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 5 more. Their firm serves 251 clients with $86M 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 $2.0M | 1.80% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Fees may be negotiable depending on the scope of engagement.
Fee Estimator
Location
1700 E. Gude Drive, Rockville, MD, 20850
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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
Jeremy is associated with Jacques & Associates Certified Public Accountants LLC. The filing does not specify his role or time commitment.
Employment History
Current Registrations
Jacques Advisors, LLC
Jacques Financial, LLCBroker
State Registrations4 states
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