Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFA charges fees based on a percentage of assets managed. The 'Invest With Trust' service has different fee schedules for non-403b and 403b accounts, with rates varying based on account size. The 'Legacy Service' has its own fee schedule. There are also account service fees charged quarterly. Financial planning fees range from $48 to $7,500, depending on complexity and scope. Fees are negotiable for the 'Invest With Trust' service but not for the 'Legacy Service'.
Areas of Practice
Advisor Information
Office location
12724 Gran Bay Parkway West, Suite 410, Jacksonville, FL, 32258
Get directionsRegulatory History (1)
Criminal
February 1983Other Business ActivitiesSells Insurance
Jacques is the President of Interactive Advisory Network, an all-lines insurance agency, dedicating about 10-20% of his time. He is also a Managing Partner at Interactive Financial Advisors, spending nearly full-time hours, and provides income tax preparation services seasonally.