Jacob Mccain is a registered investment advisor at Ocean Park Asset Management, LLC, based in Nashville, TN, with 1 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 138 clients with $3.9B 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 | 2.40% |
| $500K - $2.0M | 1.80% |
| $2M+ | 1.20% |
Fees are assessed quarterly in advance. Rates shown are annualized. Fees may be negotiable based on account type, transaction activity, and total relationship size. Accounts holding affiliated funds receive a fee offset credit.
Fee Estimator
Location
333 Commerce St, Nashville, TN, 37201
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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
Ocean Park Asset Management, LLC
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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