Danna Jacobs is a CFP-designated registered investment advisor at Lavish Financial Planning, based in Morristown, NJ, with 15 years of industry experience. Danna 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 4 more. Their firm serves 122 clients with $34M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.60% |
Fees are negotiable at the adviser's sole discretion depending on individual client circumstances. The fee includes the Third Party Manager's fee.
Fee Estimator
Contact
Danna Jacobs
Location
1 High Street Court, Morristown, NJ, 07960
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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 →Other Business Activities
Danna is a 50% managing member of Legacy Care Holdings, LLC, a holding company created to invest in a media startup. This activity takes minimal time.
Employment History
Current Registrations
Lavish Financial Planning
Previous Registrations
Barclays Capital INC.
State Registrations7 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
Additional Information
Prior to launching Lavish Financial Planning, Danna Jacobs was a Client Service Associate at Barclays Wealth & Investment Management Division working with a top investment advisor at the firm from January 2010 to March 2013. Her responsibilities included responding to client inquires regarding investment management, account maintenance, tax issues, trust and estate administration, as well as assisting the sales team with equity offerings, and marketing alternative investment opportunities.