Jacob Matthew Borbidge

CFA

Avidian Wealth Solutions

2 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth

Avidian Wealth Solutions

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

38 advisors

Number of Clients

1,873 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$4.0B

Fee Structure

Minimum Investment:$1M

Location

800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024

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History

Regulatory History

Clean regulatory record

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.

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.