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Andrew Jacobson

Steelpeak Wealth, LLC
28 Years of Experience
Los Angeles, CA
1 Disclosure
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Andrew Jacobson is a registered investment advisor at Steelpeak Wealth, LLC, based in Los Angeles, CA, with 28 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 2,428 clients with $4.1B in assets under management.

Steelpeak Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
2,428 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$4.1B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual management fee ranges between 0.75% and 1.75% depending on the size and composition of your portfolio and the type of services rendered. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1880 Century Park East, Suite 1017, Los Angeles, CA, 90067

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Steelpeak Wealth, LLC
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2013 - September 2017 · 3 yrs 10 mos
Wells Fargo Clearing Services, LLC
November 2013 - September 2017 · 3 yrs 10 mos
Morgan Stanley
June 2009 - December 2013 · 4 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2013 · 4 yrs 6 mos
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
UBS Financial Services INC.
January 2005 - April 2008 · 3 yrs 3 mos
UBS Financial Services INC.Broker
January 2005 - April 2008 · 3 yrs 3 mos
Morgan Stanley
December 1998 - February 2005 · 6 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 1998 - February 2005 · 6 yrs 6 mos
State Registrations1 state
CA
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.
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