Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervisory services are charged an annual fee of 1% of assets under management, but this may be lowered at the adviser's discretion. On a case-by-case basis, the annual fee can be charged as a fixed fee, typically ranging from $10,000 to $20,000 annually. Financial planning fees are calculated on an hourly basis at a rate of $460 per hour. Retirement plan services range from 0.35% to 0.80%, depending on the size of the accounts.
Areas of Practice
Advisor Information
Office location
3890 South Lindbergh Blvd., Suite 200, St. Louis, MO, 63127
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
Jacob is a shareholder and director of tax at Swink Coplen & Company PC, a CPA firm, dedicating nearly full-time hours to managing the tax department. He is also a managing member of Ninja Investments LLC and Wildrose Manor LLC, both rental real estate companies, spending a few hours per week on management and accounting for each LLC.