Jacob Milder is a CFP-designated registered investment advisor at Oak Street Investments, based in Greenwood Village, CO, with 20 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 72 clients with $130M 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 $2.0M | Included |
| $2M+ | 0.40% |
Core services include investment management up to $2,000,000 covered by a $10,000 flat annual fee. Assets over $2,000,000 are assessed at 0.40%. For investment management only accounts under $500,000, the annual fee is 1.60%.
Fee Estimator
Contact
Jacob Milder
Location
5500 Greenwood Plaza Blvd, Suite 130, Greenwood Village, CO, 80111
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 →Employment History
Current Registrations
Oak Street Investments
Previous Registrations
Transamerica Capital, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Goldman, Sachs & CO.Broker
Jackson National Life Distributors LLCBroker
State Registrations1 state
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.
Exams
Additional Information
SAF (Single-Advisor Firm) seeking healthcare and technology professionals. Big net worth not required, sense of humor requested. Reach out to see if connection. Into the whole "flat-fee" thing for most clients. Love what I do and have fun guiding my clients to reach their objectives. Now on to the formal part:
More Advisors
- Joshua Deloach, CFPNilsine Partners, LLC
- James Liddy, CFAAlvista Wealth Consulting, LLC
- Ryan Finch, CFPEmerson Equity LLC
- Matthew Lavoie, CFALarson Financial Group, LLC
- Derrick Watson, CFPStonebridge Capital Advisors LLC
- Dean Lewis, CFPMercer Global Advisors INC.