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

Tel: 240-643-2337
300 Red Brook Blvd
Suite 320
Owings Mills, MD 21131
Legacy Capital | Financial Advisor in Owings Mills ,MD

what do you want for your legacy?


About Jake  Marcoux

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 firsthand 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!


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. t'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.

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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
Work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors

Services

Investment Types:   Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Annuities, Stocks, Bonds, Options & Futures, FOREX & Currency, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Phone, Our Offices, Video Conference, Your Home, Our Office

Qualifications & Memberships

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

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

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

FAQs

Do you have a customer satisfaction or refund policy?

- Customer Satisfaction is 5/5 - yes - refund policy, if you're not happy with our services or do not find value our fees are 100% Refundable

How do you charge for your services?

Flat fee or a percentage of assets under management

How are you compensated? How will I pay for your services?

Our initial conversation is at our expense - NO COST to you We serve clients in 2 capacities: a) as your financial planner - a flat cost per year to understand you and your goals and give advice on what you can do to improve upon your situation. b) as your Investment Advisor- we charge an advisory fee to build and manage your investments. On average it is 1%

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

we have 2 options: 1- Discretionary - we make investments decision based upon your goals, time horizon and risk tolerance without your pre-approval. 2- Non-Discretionary - we obtain your permission every time we buy or sell something

How many clients do you currently manage?

75 -

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Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM
Sat. 9:00 AM - 12:00 PM

Communities Served

Baltimore Owings Mills
Phoenix Cockeysville

Social Networks

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