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TrueAdvisor
JR
CFP · ChFC
JR
CFP · ChFC

Jacob Rust

Portside Wealth Group, LLC
16 Years of Experience
Provo, UT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jacob Rust is a CFP, ChFC-designated registered investment advisor at Portside Wealth Group, LLC, based in Provo, UT, with 16 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,475 clients with $1.4B in assets under management.

Portside Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
6,475 clients
Average Client Portfolio
$221K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

412 W Rivers Edge Dr, Provo, UT, 84604

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jacob is a financial advisor, owner of an insurance business selling various insurance products, and owner/managing partner of a wealth management firm. He also owns a rare coin business, is involved with networking groups, and volunteers as a ward clerk for his church, and is a member/owner of Exit Engine.

Employment History
Current Registrations
Portside Wealth Group, LLC
May 2023 - Present · 3 yrs 5 mos
Concorde Investment Services, LLCBroker
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Dfpg Investments, LLCBroker
March 2021 - April 2023 · 2 yrs 1 mo
Townsquare Capital, LLC
May 2019 - June 2023 · 4 yrs 1 mo
Northwestern Mutual Investment Services,llc
January 2011 - May 2019 · 8 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
December 2009 - May 2019 · 9 yrs 5 mos
State Registrations9 states
AZCACONCNDNVTXUTWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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