Jacob Dubose is a CFP-designated registered investment advisor at Pivot Planning, LLC, based in Highlands Ranch, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.79% |
| $1.0M - $5.0M | 0.69% |
| $5.0M - $10.0M | 0.49% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
Highlands Ranch, CO
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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
Pivot Planning, LLC
Previous Registrations
Savvy
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
TD Ameritrade, 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.
Exams
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