Adam Jacobs is a CFA, CFP-designated registered investment advisor at Grimes & Company, based in Westborough, MA, with 27 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,712 clients with $5.6B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. Multiple client accounts are aggregated for fee calculation purposes.
Fee Estimator
Location
One Technology Drive, Suite 100, Westborough, MA, 01581
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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 →Employment History
Current Registrations
Grimes & Company
Previous Registrations
Mid Atlantic Capital CorporationBroker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Cambridge Investment Research, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Maxim Group LLCBroker
Carolina Capital Markets, INC.Broker
State Street Global Markets, LLCBroker
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.