Jacob Tally is a registered investment advisor at Prospero Wealth, LLC, based in Steilacoom, WA, with 1 years of industry experience. Jacob 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. Their firm serves 85 clients with $100M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Clients who are participating in the Momentum Technical Trading service may be billed an additional 0.25% annual licensing fee. For “Advised 401(k)” plans, assets are charged an annual flat fee of 0.50%.
Fee Estimator
Location
Steilacoom, WA
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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 Activities
Jacob is the owner and founder of Tinegoba LLC, founded in February 2025. Besides providing contracting services to Prospero Wealth, Jacob dedicates about 10-20% of his time to providing non-investment related consulting advice to startups and small-to-medium sized businesses.
Employment History
Current Registrations
Prospero Wealth, LLC
State Registrations1 state
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