Jacob Gurock is a CFP-designated registered investment advisor at Centurion Wealth Management, based in Mclean, VA, with 6 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 440 clients with $780M 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 | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
Centurion reserves the right to negotiate alternative fee schedules on a client-by-client basis. Centurion offers a discretionary householding advisory fee program.
Fee Estimator
Location
7901 Jones Branch Drive, Suite 230, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Criminal
March 2015Other Business Activities
Jacob is on the Texas Tech Personal Financial Planning Alumni Board and the Texas Tech Center for Collegiate Recovery Communities Advisory Board. He is also a National Ambassador for the Shatterproof Organization, a non-profit dedicated to reversing the addiction crisis in the United States.
Employment History
Current Registrations
Centurion Wealth Management
Previous Registrations
Cerity Partners LLC
Awm Capital, LLC
Vanguard Advisers, INC.
Vanguard Marketing 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.