Advisor at The Personal Wealth Coach
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Personal Wealth Coach
Location
Salado, TX 76571
Credentials
Series 63, Series 65
Industry experience
20 years
Jacob Mcclure is a financial advisor with The Personal Wealth Coach, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with The Personal Wealth Coach since 2007. Outside of advising, he owns a sole proprietorship involved in artwork and serves as chairman of the board for Salado Montessori Inc., a nonprofit educational institution. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design, discretionary portfolio management, and limited financial and business planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on strategic asset allocation across multiple asset classes and using Morningstar criteria for fund selection.
Based on The Personal Wealth Coach
Based on The Personal Wealth Coach
$0 - $250,000: 1.50% $250,000 - $500,000: 1.30% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.10% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 0.50%
Additional fees may be charged for comprehensive financial plans or business plans, up to $500 in advance
Account minimum: $1,000,000 Minimum fee: Minimum annual retainer fee commonly charged, amount negotiable Fee-only: Portfolio management fees based on AUM and possible additional fees for financial plans or specialized advice
918 North Main Street
Salado, TX 76571
Florida · Louisiana · Texas · Virginia
The Personal Wealth Coach
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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First Command Advisory Services
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