Jac Cerney is a CFA, CFP-designated registered investment advisor at Jac Wealth Management Services, LLC, based in Evanston, IL, with 22 years of industry experience. Jac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 38 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
Evanston, IL
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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 →Employment History
Current Registrations
Jac Wealth Management Services, LLC
Previous Registrations
Romano Brothers and Company
State Registrations2 states
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