Jacob Becker
Jacob Becker is a CFP-designated registered investment advisor at Portland Private Wealth Management, INC., based in Portland, OR, with 15 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 455 clients with $240M 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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
In certain circumstances, fees may be negotiable.
Fee Estimator
Location
1834 SW 58th Avenue, Suite 101, Portland, OR, 97221
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 Activities
Jacob owns rental real estate property as a passive investment since 2012. This requires minimal time.
Employment History
Current Registrations
Portland Private Wealth Management, INC.
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
State Registrations3 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.