Daniel Jacobson is a CFP-designated registered investment advisor at Gabriel Capital, LLC, based in Portland, OR, with 22 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 59 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.35% |
| $200K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Existing clients may continue to compensate the Firm at the prior flat percentage rate in their contract if it results in a lower rate than the Standard Fee Table. Existing clients may make a one-time, one-way election – irrevocable decision - to switch to the Standard Fee Table at any time it is of benefit to them. This must be done by way of a new signed contract.
Fee Estimator
Location
500 SW 116th Avenue, 4th Floor, Portland, OR, 97225-5937
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
Gabriel Capital, LLC
Previous Registrations
RBC Dain Rauscher INC.
State Registrations2 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.