Brian Jackson is a CFP-designated registered investment advisor at Mcm Wealth, based in Lakewood, CO, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 82 clients with $150M 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 | 1.10% |
Fee starts at 1.1% and is reduced to 0.6% based on the amount of assets under management per client household. Breakpoints for fee reductions are specified in the Client Agreement. Fees are negotiable at the discretion of MCM and will generally only be negotiable in extraordinary or special circumstances.
Fee Estimator
Location
Lakewood, CO
Get directionsHistory
Regulatory History (1)
Criminal
December 2013Employment History
Current Registrations
Mcm Wealth
Previous Registrations
Robinhood Financial, LLCBroker
J.P. Morgan Securities LLCBroker
Vanguard Marketing CorporationBroker
State Registrations2 states
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.