Jacob Rue is a registered investment advisor at Shore Point Advisors, LLC, based in Brielle, NJ, with 19 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 648 clients with $260M 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Certain legacy clients may be billed under a different fee schedule.
Fee Estimator
Location
402 Higgins Ave, Brielle, NJ, 08730
Get directionsHistory
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
Jacob is an agent for JCL Financial LLC, selling life, disability, and long-term care insurance, dedicating minimal time to this activity. He is also a partner in Rue Family Partnership/WC & JD Rue Partnership, and a trustee for Trust U/W of William C. Rue, both investment-related activities.
Employment History
Current Registrations
Shore Point Advisors, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Pwm Advisory Group, LLC
Bnp Paribas Securities CORP.Broker
Nomura Securities International, INC.Broker
Deutsche Bank Securities INC.Broker
State Registrations2 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.