Jacob Mcmillen
Jacob Mcmillen is a registered investment advisor at Beacon Capital Management, INC., based in Lewis Center, OH, with 11 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 10,456 clients with $4.3B 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 $500K | 0.55% |
| $500K - $1.0M | 0.35% |
| $1M+ | 0.15% |
Fees are negotiable between Beacon and the custodian, platform provider, or retail advisor. Legacy Astor accounts and supervisory services may be subject to different fee arrangements.
Fee Estimator
Location
Lewis Center, OH
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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
Beacon Capital Management, INC.
Sammons Financial Network, LLCBroker
Sammons Financial Network, LLC
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
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
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