Kirby Jacobson is a CFA, CFP-designated registered investment advisor at Astoria Strategic Wealth, INC., based in Lubbock, TX, with 17 years of industry experience. Kirby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 10 more. Their firm serves 177 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
Investment management fee is a flat 0.45% annually on managed assets. Financial planning is billed separately as an annual fixed fee depending on the service tier.
Fee Estimator
Contact
Kirby Jacobson
Location
Lubbock, TX
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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
Astoria Strategic Wealth, INC.
Previous Registrations
Jacobson Wealth Management LLC
Lee Financial Company, LLC
State Registrations1 state
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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