Pamela Jacobs
Pamela Jacobs is a CFP-designated registered investment advisor at Monvia Financial L.P., based in Walnut Creek, CA, with 24 years of industry experience. Pamela 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 167 clients with $82M 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1990 North California Boulevard, 8th Floor, Walnut Creek, CA, 94596
Get directionsHistory
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
Pamela is a co-owner of Ohana Opportunities LLC through a holding company, consulting and evaluating investment opportunities, dedicating minimal time. She is also a licensed insurance agent appointed at various insurance companies, spending minimal time on this activity.
Employment History
Current Registrations
Monvia Financial L.P.
Previous Registrations
Whitehall-Parker Securities, INC.Broker
Institute for Wealth Advisors, INC.
Sowell Management Services
Concert Wealth Management
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Edward Jones
Edward JonesBroker
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.