Jacob Moss is a registered investment advisor at Rcm Wealth Advisors, based in Chicago, IL, with 13 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, Insurance Planning, and 2 more. Their firm serves 830 clients with $390M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Also offers Managed Asset Portfolios (MAP) with fees ranging from 0.25% to 0.50%. Non-discretionary accounts are charged either a $500 annual minimum fee or 0.5% of the assets in the account, not to exceed 3% of the overall portfolio. Fees may be negotiable.
Fee Estimator
Location
318 W Adams St, 10th Floor, Chicago, IL, 60606
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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 →Other Business Activities
Jacob is a head basketball coach, owns a cow/calf operation, and works as a commodities broker. He also runs commissions through NWK Agency Services, Inc., works as an investment consultant for United Capital Management, and is the treasurer/board member for Hoxie Golf Club.
Employment History
Current Registrations
Rcm Wealth Advisors
Previous Registrations
SA Stone Wealth Management INC.Broker
United Capital Management of Kansas, INC.
Waddell & Reed
Waddell & ReedBroker
State Registrations3 states
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