Jacob Mack is a CFP-designated registered investment advisor at Masters Legacy Planning, based in Linwood, NJ, with 24 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 146 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Masters Legacy Planning's investment management fee is a percentage of the value of your portfolio, up to a maximum of 1.25% annually. This fee includes investment advice and, if requested, financial planning. The fee is negotiable. MLP also offers access to Commonwealth's PPS Custom, PPS Select, and PPS Direct programs, each with its own fee structure. Fees are calculated quarterly, in advance, based on the portfolio's value at the end of the previous quarter.
Location
650 New Road, Suite B, Linwood, NJ, 08221
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
Jacob is an insurance agent selling fixed insurance products. He is also involved with several entities related to solar energy, including SJP Holding LLC, Thundercore LLC, and ACS Solar1 LLC.
Employment History
Current Registrations
Masters Legacy Planning
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Masters Legacy Planning, INC.
Edward Jones
Edward JonesBroker
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.