Paul Jacobs
Paul Jacobs is a CFP-designated registered investment advisor at Palisades Hudson Asset Management, L.P., based in Atlanta, GA, with 18 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 154 clients with $1.7B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.35% |
| $20.0M - $35.0M | 0.35% |
| $35.0M - $65.0M | 0.25% |
| $65M+ | 0.25% |
These fees are for Trust Management. Fees are negotiable on portfolios larger than $50 million. Performance Reporting fees range from 0.10% to 0.35%. Active Management fees range from 0.25% to 1.00%.
Fee Estimator
Location
3340 Peachtree Road NE, Suite 1545, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Paul is a Vice President at Palisades Hudson Financial Group LLC, a financial planning firm, since 2002. He dedicates about half of his time to this role, providing clients with tax preparation and planning, retirement, and estate planning.
Employment History
Current Registrations
Palisades Hudson Asset Management, L.P.
State Registrations3 states
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