Jacob Perry Cazier

CFP

Portside Wealth Group, LLC

7 Years of Experience

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Firm Information

Portside Wealth Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

48 advisors

Number of Clients

5,384 clients

Average Client Portfolio

$209K average

Assets Under Management

$1.1B

Fee Structure

Financial Plan Fee:$100 - $10,000

Hourly Rate:$150 - $350/hr

Portfolio management fees range from 0% to 2% annually, based on assets under management and service complexity. Fees are billed quarterly in advance. Financial planning is offered at an hourly rate of $150 to $350, or a project fee ranging from $100 to $10,000. General consulting services are also available at an annual flat rate. Pension consulting fees also range from 0% to 2%.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

3507 N University Ave, Suite 150, Provo, UT, 84604

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Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2024

Settled

Customer Dispute

February 2024

Settled

Customer Dispute

June 2023

Settled

Customer Dispute

May 2023

Withdrawn

Customer Dispute

April 2023

Settled

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Other Business ActivitiesSells Insurance

Jacob is an insurance agent for various insurance companies since 2009, dedicating a few hours per week to this activity. He is also involved with The Cazier Group, LLC (dba Arrow Suite), a non-investment related B2B software program, and is a Certified Divorce Financial Analyst (CDFA®).