Jacob Parsons
Jacob Parsons is a CFP, ChFC-designated registered investment advisor at Statheros Financial Solutions, INC., based in El Dorado Hills, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 617 clients with $810M 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 - $1000K | 1.10% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.10% |
The Advisor at its sole discretion may elect to charge a client a fee different from the above schedule. The Advisor may and does provide investment management services to persons related to the Advisor at no management fee.
Fee Estimator
Location
1107 Investment Blvd., Ste. 135, El Dorado Hills, CA, 95762
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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 →Employment History
Current Registrations
Statheros Financial Solutions, INC.
Previous Registrations
Pgr Solutions, LLC
State Registrations4 states
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