SJ
SJ
Scott Jacobs
30 Years of Experience
Oakland, CA
4 Disclosures
Scott Jacobs is a registered investment advisor at Werba Rubin Papier Wealth Management, LLC, based in Oakland, CA, with 30 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 648 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
648 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Oakland, CA
Get directionsHistory
Regulatory History (4)
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Regulatory
February 2014Final
Customer Dispute
February 2009Settled
Customer Dispute
September 2008Settled
Employment Separation After Allegations
September 2008Employment History
Current Registrations
Werba Rubin Papier Wealth Management, LLC
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
Ep Wealth Advisors
January 2022 - February 2024 · 2 yrs 1 mo
Mindful Money
July 2018 - December 2021 · 3 yrs 5 mos
Benjamin Madison Wealth Advisors, LLC
February 2018 - June 2018 · 4 mos
Benjamin Madison Wealth Advisors, LLC
August 2014 - December 2017 · 3 yrs 4 mos
Cetera Advisors LLC
February 2012 - July 2018 · 6 yrs 5 mos
Cetera Advisors LLCBroker
February 2012 - July 2018 · 6 yrs 5 mos
Pacific West Securities, INC.Broker
January 2010 - February 2012 · 2 yrs 1 mo
Pacific West Financial Consultants INC
January 2010 - February 2012 · 2 yrs 1 mo
Benjamin Madison Wealth Advisors, LLC
January 2010 - December 2013 · 3 yrs 11 mos
Marin Wealth Management
May 2009 - September 2009 · 4 mos
H. Beck, INC.
March 2009 - April 2009 · 1 mo
H. Beck, INC.Broker
March 2009 - September 2009 · 6 mos
Wells Fargo Investments, LLCBroker
June 2003 - October 2008 · 5 yrs 4 mos
Wells Fargo Investments, LLC
June 2003 - October 2008 · 5 yrs 4 mos
Prudential Securities Incorporated
March 2001 - June 2003 · 2 yrs 3 mos
Prudential Securities IncorporatedBroker
March 2001 - June 2003 · 2 yrs 3 mos
UBS Painewebber INC.Broker
April 1995 - March 2001 · 5 yrs 11 mos
State Registrations2 states
CATX
Advisor
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
No exam information available for this advisor.