Max O'rourke is a registered investment advisor at Jackson Square Capital, LLC, based in San Francisco, CA, with 3 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 524 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fee generally varies between 0.50% - 1.50%, depending on the size and composition of a client’s portfolio and the type of services rendered. The Firm may negotiate a fee rate that differs from the range set forth above with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
595 Market Street, Suite 1340, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jackson Square Capital, LLC
State Registrations1 state
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