Jacob Freifeld is a registered investment advisor at Chilmark Hill Capital LLC, based in Palo Alto, CA, with 20 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 14 clients with $1.7M 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 $25.0M | 1.00% |
| $25M+ | 0.40% |
Fee Estimator
Location
992 San Antonio Road, Palo Alto, CA, 94303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Chilmark Hill Capital LLC
Previous Registrations
Cerebellum Capital
Southbrook Capital Management LLC
Southbrook Capital Management LLC
State Registrations1 state
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