Jerry Jacobs is a CFP-designated registered investment advisor at Atlas Capital Management CORP, based in Fort Wayne, IN, with 27 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,261 clients with $560M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable at the sole discretion of the President of Atlas Capital.
Fee Estimator
Location
11130 Coldwater Road, Suite 104, Fort Wayne, IN, 46845
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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
Atlas Capital Management CORP
Previous Registrations
Cantella & CO., INC.
State Registrations1 state
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