Jacques Advisors, LLC is a registered investment advisor based in Rockville, Maryland, offering personalized asset management, financial planning, and consulting services. The firm builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and third-party investment platforms. Jacques Advisors helps clients navigate retirement, estate planning, tax strategies, education funding, and real estate analysis. Operating with a fiduciary duty to act in their clients' best interest, the firm emphasizes ongoing portfolio supervision and regular reviews. In addition to direct asset management, Jacques Advisors provides access to third-party money managers and automated investment platforms. The firm's professionals also maintain affiliations with a certified public accounting firm and an affiliated broker-dealer, allowing them to offer comprehensive services spanning investment management, tax preparation, and insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.80% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Fees are billed quarterly in advance and may be negotiable based on the scope of the engagement.