Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees range from 0% to 2% annually, charged monthly in arrears based on the average daily value of assets. All clients who retain the firm for investment advisory services will be assessed a one-time planning fee at the start of the relationship. Clients may also retain the firm solely for financial planning or a financial consultation. Financial planning fees are generally calculated and charged on a flat fee basis from $500 to $3,000 per engagement.
Areas of Practice
Advisor Information
Office location
111 N. Orange Avenue, Suite 775, Orlando, FL, 32801
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 sole proprietor involved in short-term and long-term real estate rentals in Tampa, FL since March 2017. This activity is not investment-related and requires minimal time.