Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McLaughlin Ryder offers wrap fee programs with fees based on a percentage of assets under management. The minimum account size for these programs is $250,000. Fees include advisory services, performance measurement, transaction costs, custody services, and trading, but do not cover the fees and expenses of underlying ETFs, closed-end funds, or mutual funds. Fees are negotiable based on factors like scope, complexity, assets managed, and the overall client relationship.
Areas of Practice
Advisor Information
Office location
1421 Prince Street, Suite 200, Alexandria, VA, 22314
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jacobson volunteers as a Financial Committee Member for the Alexandria Chamber of Commerce, a Council Member for the PIMCO NextGen Advisory Council, and an Investment Committee Member for ACT for Alexandria. These activities are either non-investment related or investment related, and each takes minimal time.