Jacob Blukis is a CFP-designated registered investment advisor at Mcilrath & Eck, LLC, based in Arlington, WA, with 9 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 1,094 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Periscope Wealth Advisors' fees for investment management services range from 0.45% to 1.50% per year, based on the value of your portfolio. Fees are determined on a case-by-case basis, considering the amount of work involved or future assets to be managed.
Location
3325 Smokey Point Drive, Suite 201, Arlington, WA, 98223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mcilrath & Eck, LLC
Previous Registrations
AXA Advisors, LLC
State Registrations1 state
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