Jacques Advisors offers asset management, financial planning, and consulting services to individuals and families. Asset management involves creating tailored portfolios with stocks, bonds, ETFs, and mutual funds, reviewed and rebalanced quarterly. Financial planning covers investment, retirement, estate, tax, education, real estate, and insurance planning. Jacques Advisors also offers access to the AssetMark Platform and refers clients to third-party money managers.
Assets Under Management$86M
Clients251
Advisors2
Avg. per Client$340K
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
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 may be negotiable depending on the scope of engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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