Jack Mcgovern
Jack Mcgovern is a registered investment advisor at Capstone Investment Group, based in Olympia, WA, with 9 years of industry experience. Jack 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 568 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.75% |
Investment Advisor Financial Advisors may negotiate with client certain adjustments to our regular fee schedule.
Fee Estimator
Location
2405 Evergreen Park Drive SW Bldg A, Olympia, WA, 98502
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 a sales advisor at No Bull Financial, LLC dba Leverage Planners, assisting clients with insurance solutions like life insurance and annuities. This investment-related activity takes up nearly all of Jack's time.
Employment History
Current Registrations
Capstone Investment Group
M. S. Howells & CO.Broker
Previous Registrations
Leverage Planners Wealth Management, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Allstate Financial Services, LLCBroker
Horace Mann Investors, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Charles Schwab & CO., INC.Broker
Pacific Cornerstone Capital IncorporatedBroker
Pacific Select Distributors, INC.Broker
Atlas Securities, INC.Broker
Morgan Stanley Dw INC.Broker
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.