Advisor at 9M Investments, LLC
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
9M Investments, LLC
Location
Grapevine, TX
Credentials
Series 63, Series 65, Series 66
Industry experience
14 years
Jacob Millican is the sole advisor at 9M Investments, LLC, an independent firm based in Grapevine, TX. He holds Series 63, 65, and 66 licenses and has 14 years of industry experience, including prior work at TAG Employer Services. 9M Investments serves individuals, high-net-worth clients, charitable organizations, and businesses, including employer-sponsored defined contribution plans. The firm primarily uses passive investment management with index funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and offers services such as portfolio management, comprehensive financial planning, and defined contribution plan consulting.
Based on 9M Investments, LLC
Based on 9M Investments, LLC
One-Time Financial Planning fixed fees: $1,500 under $100,000 assets; $3,600 for $100,001-$600,000 assets; $5,000 above $600,001 assets; Estate Planning fixed fees: $500 for will-based, $1,200 for trust-based plans.
$1,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.45% $10,000,000+: 0.40% $1 - $1,000,000: 0.40% $1,000,001 - $2,500,000: 0.35% $2,500,001 - $5,000,000: 0.30% $5,000,000+: 0.25%
$300 per hour for Financial Planning services
Fee-only: Ongoing Comprehensive Financial Planning fees ranging from $50/month to $416/month or $600 to $5,000 annually based on investable assets; One-Time Financial Planning fixed fees from $1,500 to $5,000 based on investable assets; Financial Planning hourly fee $300/hour; Estate Planning fixed fees $500 (will-based) and $1,200 (trust-based).
Grapevine, TX
Texas
9M Investments, LLC
2017 - Present (9 years)
TAG Employer Services
2016 - 2017 (1 year)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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