Paul Jacobs
Paul Jacobs is a registered investment advisor at Cape Investment Advisory, INC., based in Mcdonough, GA, with 20 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,634 clients with $400M 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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
The annual fees may be negotiable.
Fee Estimator
Location
1600 Pennsylvania Ave., Mcdonough, GA, 30253
Get directionsHistory
Regulatory History (3)
Regulatory
December 2015Criminal
May 2012Customer Dispute
February 2007Other Business ActivitiesSells Insurance
Paul is the President/CEO of Jacobs Wealth Planning, Inc. since 2008, but it's only a DBA as all investment transactions are processed through Cape Securities. Paul is also an insurance agent with FIG/Cape Insurance Solutions since 2017, selling fixed and variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
Cape Investment Advisory, INC.
Cape Securities INC.Broker
Previous Registrations
Caldwell International Securities
Caldwell International SecuritiesBroker
Caldwell International SecuritiesBroker
Caldwell International Securities
Veritrust Financial, LLC
Veritrust Financial, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
LPL Financial CorporationBroker
LPL Financial Corporation
Investment Professionals, INC.Broker
Investment Professionals, INC.
New England Securities Corporation
New England SecuritiesBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations9 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.