wiseradvisor

Jake  Marcoux, CFP®, CLU®, ChFC®
Legacy Capital

Tel: 240-643-2337
300 Red Brook Blvd
Suite 320
Owings Mills, MD 21131

The goal is not to live 4everBut to create somethingThatWill

Legacy Capital | Financial Advisor in Owings Mills ,MD

About Legacy Capital

At Legacy Capital, we take the time to understand what's truly important to you and we deliver personalized strategies that are consistent with your dreams and values.

It's really never too early to begin thinking about leaving a legacy and our experienced team is committed to helping you achieve financial freedom through our highly customized and comprehensive planning approach.

We can help you prepare for whatever life brings- both the expected and the unexpected- with personalized advice that is as unique as you are. Working together, we can help you feel more confident, connected and in control of your financial future and we will strive to deliver a thoughtful and distinctive client experience to earn your trust for the long-term.


General Information

Firm Start Year:   2003
No.of Employees:   10-19
Name of Broker/Dealer:   Ameriprise
Number of Years with Current Firm:   1
Work Experience:   I have over 18 years experience supporting clients in achieving their financial goals. My team and I can help in areas of: *** Investments *** Retirement Planning *** Social Security Strategies *** Financial Planning *** Tax & Estate Planning *** Business and Exit Strategies
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Mutual Funds, Mortgages & Real Estate, Commodities, Alternative Investments, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Phone, At my office, At your home, Video Conference, Our Offices


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property, Disability, Variable Life


Firm Information

Firm's Number of Clients:   250
Firm's Number of Planning Clients:   200
Assets Managed by Firm:   350,000,000
Assets Managed by Advisor:   350,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Hourly, Based on Assets, Flat Fee
Fee % Based on Assets:   Tier Based
Hourly Rate:   $100
Additional Details on Charges:   We're not going to be the cheapest, nor the most expensive, however our clients feel that our cost are fair for the value we provide.


Education

Bachelors of Science in Business Administration - Finance and Accounting  Waynesburg University
09/1999-05/2003


Jake  Marcoux

Jake  Marcoux

CFP®, CLU®, ChFC®

I grew up in Rockville, MD, where I was raised by my Canadian grandparents. My grandfather passed away at a young age where unfortunately I learned first hand the importance of proper planning and risk management. This led me to pursue degrees in Finance & Accounting, while playing both D3 Football and Basketball.

Today, I love spending time with my wife Alysia, and our 3 kids, Genevieve (8), Vivian (7) and Beau (3). When we're not traveling, trying new things, or most often shuttling between the kids sports and activities.. . I try to keep up on our Washington and Baltimore sports teams and occasionally breaking 100 while golfing!

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM

Communities Served

Baltimore Owings Mills
Phoenix Cockeysville

Social Networks

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