David Jacobs is a CFP-designated registered investment advisor at Pathfinder Financial Services, LLC, based in Kailua, HI, with 22 years of industry experience. David 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 38 clients with $90M 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 $500K | 1.20% |
| $500K - $1.0M | 0.60% |
| $1.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fee will have Hawaii’s 4.712% general excise tax added and is negotiable.
Fee Estimator
Location
Kailua, HI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pathfinder Financial Services, LLC
State Registrations1 state
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