Jmac Financial Planning & Investment Services Pllc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jmac Financial Planning & Investment Services PLLC provides investment management primarily for pooled investment vehicles and institutional clients, as described in Item 4 and Item 7 of its brochure. The brochure also notes the firm serves some individual, non-high-net-worth clients, which is not typical for managers in this category.
The firm acts as an investment manager with discretion over the accounts it oversees and describes its analytical methods, investment strategies, and risk considerations in Item 8. It also documents periodic account reviews (Item 13) and maintains a Code of Ethics and personal trading policies referenced in Item 11 to govern employee conduct.
What is distinctive in the brochure is the firm’s disclosed affiliations with an accounting practice and an insurance company (Item 10), a combination that is uncommon among peers and may introduce additional referral relationships and potential conflicts disclosed elsewhere in the brochure. Combined with the firm’s inclusion of individual non-HNW clients alongside pooled and institutional mandates, these affiliations give the firm an atypical business mix for its category.
Client services
Fee options
Fixed fees for financial plans starting at $1,500
$0 - $99,999: 2.00% $100,000 - $249,999: 1.50% $250,000+: 1.00%
Account minimum: $50,000 Fee-only: Fixed fee financial planning services available starting at $1,500
Main office
Houston TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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