Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a maximum annual advisory fee of 1.65%, which may be modified lower. This fee is inclusive of any third-party manager fees unless otherwise specified. The firm does not charge a minimum advisory fee, and advisory fees charged by the firm and other third-party managers will not exceed 2%. The firm does not charge a separate fee for financial planning services at this time.
Areas of Practice
Advisor Information
Office location
1445 Victor Ave, Suite D, Redding, CA, 96003
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 an inactive member of Sunny Bros LLC, a holdings company, since 2023. He is also in the process of exiting Texas Skill Gaming, an entertainment/gaming business, and has no current involvement.