Jacob Wolkowitz
Jacob Wolkowitz is a CFA-designated registered investment advisor at Accredited Investors Wealth Management, based in Edina, MN, with 13 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 900 clients with $3.7B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accredited has other past fee schedules and fee minimum arrangements in effect, which include fee schedules and minimum annual fees that are lower than those shown above. Accredited honors these legacy arrangements. Fees are non-negotiable and subject to a minimum annual fee of $50,000. The minimum fee can be modified at Accredited’s sole discretion. There are limited exceptions to the minimum annual fee that are considered by Accredited, including but not limited to family relationships, life phase, anticipated liquidity events and/or composition of wealth.
Fee Estimator
Location
5200 West 73rd Street, Edina, MN, 55439-2204
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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 →Employment History
Current Registrations
Accredited Investors Wealth Management
State Registrations2 states
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