Randy Jacobson is a registered investment advisor at Atip, INC, based in Huntington Beach, CA, with 21 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 5 clients with $1.2M 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% |
All fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Huntington Beach, CA
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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
Randy owns Dean Insurance, selling life insurance, annuities, and long-term care insurance since 1988, dedicating a few hours per week to this. Randy is also an independent contractor and loan originator for KAM Financial & Realty, spending minimal time on mortgage loans and real estate sales.
Employment History
Current Registrations
Atip, INC
Previous Registrations
American Money Management Group
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.