Stewart Jacobson
Stewart Jacobson is a CFP-designated registered investment advisor at Capital Analysts, based in Sugar Land, TX, with 41 years of industry experience. Stewart is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
77 Sugar Creek Center Blvd., Suite 390, Sugar Land, TX, 77478
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
Stewart is the President and CEO of Dearborn & Creggs Insurance Agency, Inc. and also works as a life, accident, and health agent, assisting clients with purchasing fixed annuities; these activities involve life insurance and annuities. Additionally, Stewart is a City Council member and a board member for Arc of Fort Bend County, a non-profit organization.
Employment History
Current Registrations
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
Lincoln Investment
Previous Registrations
Dearborn and Creggs, INC.Broker
Peb Financial Group, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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