Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and determined between you and your Advisory Representative. Initial fees for pension transfers will not exceed 3%. Annual fees for SIPP and QROPS accounts will not exceed 1.50%. US based asset management fees will not exceed 2% annually. Financial planning fees are flat fees not to exceed $5,000. There are multiple levels of fees and costs.
Areas of Practice
Advisor Information
Office location
Andasol Business Centre, Avenida Andasol, Marbella 29604 Malaga
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.
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Jake works as a financial advisor providing investment management services through SJB Global/BFMI since 2018. This requires significantly more than full-time commitment.