Callie Jacoby is a CFP-designated registered investment advisor at Gryphon Financial Partners, based in Toledo, OH, with 2 years of industry experience. Callie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 941 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gryphon Financial Partners charges a percentage of your portfolio each year. The exact fee is negotiable and depends on the size of your account, the types of investments used, and the investment strategy. Clients invested in the Gryphon Global Equity strategy will be subject to an additional annual advisory fee up to 0.125%, but the annual advisory fees charged by Gryphon will not exceed 1.5%.
Location
3230 Central Park Dr, Suite 200A, Toledo, OH, 43617
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gryphon Financial Partners
State Registrations1 state
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