Jacob Mccue

CFA · CFP

Secured Retirement Advisors, LLC

5 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Secured Retirement Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

615 clients

Average Client Portfolio

$371K average

Assets Under Management

$228.2M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	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 amounts over $10,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

6121 Excelsior Blvd, St Louis Park, MN, 55416

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

November 2021

Final

View Full SEC Report How to Read Disclosures

Other 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.