Jacobs Financial Group
Assets Under Management
N/A
Number of Clients
49
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Jacobs Financial Group LLC is a Utah-based RIA offering consultation services for third-party investment management. They conduct due diligence on third-party managers and provide ongoing consultation. The firm does not offer financial planning or manage assets directly. Breck Jacobs is the Principal and Chief Compliance Officer.
Fee Structure
Jacobs Financial Group consults on third-party investment management, where fees range from 0.80% to 1.45% annually. Jacobs Financial Group receives a portion of this fee, ranging from 0.35% to 1.00%, for their consultation services. These fees are negotiable. Clients are responsible for any transactional fees charged by the custodian. Ms. Jacobs is also a licensed insurance agent and may receive commissions from insurance sales.
Areas of Practice
Location
UT, United States