Richard Jacobs
Richard Jacobs is a registered investment advisor at The Jacobs Financial Group, based in Montgomery, TX, with 17 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 12 clients with $3.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If The Jacobs Financial Group manages your money, the annual fee ranges from 0.70% to 2.00% of your account, depending on its size and complexity. This fee is negotiable and paid monthly.
Location
Montgomery, TX
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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 ActivitiesSells Insurance
Richard is an insurance agent doing business as The Jacobs Financial Group since 2002. He spends minimal time on insurance-related activities.
Employment History
Current Registrations
The Jacobs Financial Group
Previous Registrations
D.H. Hill Advisors, INC.
Wall Street Financial Group, INC
AXA Advisors, LLC
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.