Jacob Borbidge is a CFA-designated registered investment advisor at Avidian Wealth Solutions, based in Houston, TX, with 2 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,873 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avidian Wealth Solutions generally charges an annual advisory fee based on a percentage of the value of your investments. The fee is calculated monthly, in arrears, based on the average daily balance of your account. In limited circumstances, Avidian will permit clients to pay a flat annual fee which will not exceed 1.5% of their assets under management. The fees do not include brokerage fees, custodial fees, or other transaction costs.
Location
800 Town & Country Blvd, Ste 220, Houston, TX, 77024
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 is a member of the investment committee for the Greater Houston Community Foundation since 2021 and owns Borbidge Wildlife Timber and Property, LLC, a real estate company, since 2022, dedicating minimal time to each. Jacob also provides expert witness consulting services on financial industry-related issues, dedicating minimal time.
Employment History
Current Registrations
Avidian Wealth Solutions
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.