Jack Fawcett
Jack Fawcett is a registered investment advisor at Visionary Wealth Planners LLC, based in Bakersfield, CA, with 8 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $6.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Visionary Wealth Planners offers investment management services where they manage your investments for you. The annual fee is based on the amount of your portfolio and is charged monthly.
The fees are:
- Up to $250,000: 2.00%
- $250,001 to $500,000: 1.85%
- $500,001 to $1,000,000: 1.70%
- Over $1,000,000: 1.55%
For accounts invested solely in American Funds, the fees are:
- Up to $250,000: 2.00%
- $250,001 to $500,000: 1.85%
- $500,001 to $750,000: 1.70%
- $750,001 to $1,000,000: 1.50%
- Over $1,000,000: 1.00%
For accounts invested solely in Franklin Templeton or Invesco funds, the fees are:
- Up to $250,000: 2.00%
- $250,001 to $500,000: 1.85%
- $500,001 to $1,000,000: 1.70%
- Over $1,000,000: 1.55%
Location
Bakersfield, CA
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jack is an insurance agent and president of Fawcett Financial and Insurance Services Inc., focusing on fixed insurance sales since 1988. This takes about 60% of Jack's time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Visionary Wealth Planners LLC
Previous Registrations
Gwn Securities INC.
Scf Investment Advisors, INC.
Jefferson Pilot Securities CORP
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.