Jacob Mccue
Jacob Mccue is a CFA, CFP-designated registered investment advisor at Secured Retirement Advisors, LLC, based in St Louis Park, MN, with 5 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 602 clients with $260M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. Legacy clients may be subject to a different fee schedule and fee payment arrangement.
Fee Estimator
Location
6121 Excelsior Blvd, St Louis Park, MN, 55416
Get directionsHistory
Regulatory History (1)
Financial
November 2021Other Business ActivitiesSells Insurance
Jacob is an independent insurance agent at Secured Retirement Associates, LLC since September 2023. This investment-related activity takes about a quarter of his time, with all hours devoted during securities trading hours.
Employment History
Current Registrations
Secured Retirement Advisors, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Neil Jesani Wealth Management
LPL Financial LLCBroker
Kestra Investment Services, LLCBroker
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.