Phil Jacobson
Phil Jacobson is a CFP, ChFC-designated registered investment advisor at Synergy Financial Partners, LLC, based in Denver, CO, with 25 years of industry experience. Phil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 497 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Synergy Financial Partners charges an annual fee for managing your investments, ranging from 0.50% to 1.25% of your portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. Fees are billed quarterly in advance or monthly in arrears. The fee is negotiable.
Location
3773 Cherry Creek North Drive, Suite 780, Denver, CO, 80209
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Phil has a business entity, PJacobson Financial Planning Inc, for tax and payroll purposes. He also sells fixed insurance, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Synergy Financial Partners, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Sii Investments, INC.
Sii Investments, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
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.