William Jacobs is a CFA, CFP-designated registered investment advisor at Shayne & Jacobs, LLC, based in Nashville, TN, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 179 clients with $560M 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 |
|---|---|
| Any | 1.00% |
The firm charges an annual advisory fee of up to 1% of assets under management, payable quarterly, for new accounts. Clients with accounts in existence at the time of the combination are currently billed in accordance with the pre-combination rates that applied to their accounts.
Fee Estimator
Location
4015 Hillsboro Pike, Suite 203, Nashville, TN, 37215-2776
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 →Employment History
Current Registrations
Shayne & Jacobs, LLC
Previous Registrations
Ashlee Patten Group, LLC
The Patten Group, INC.
Jacobs Investment Management, LLC
State Registrations1 state
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.