Jacob Chaparro is a registered investment advisor at Zenith Investment Management, LLC, based in San Diego, CA, with 16 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 101 clients with $89M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 0.85% |
Fees are negotiable. Household accounts are aggregated for billing purposes.
Fee Estimator
Location
9920 Pacific Heights Boulevard, Ste. 150, San Diego, CA, 92121
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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
Jacob is an owner/landlord of a rental property in Tempe, AZ since 2014. This activity is investment-related.
Employment History
Current Registrations
Zenith Investment Management, LLC
Previous Registrations
Advisory Services Network
Level Four Advisory Services
Gallacher Capital Management, LLC
LPL Financial LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.Broker
Waddell & Reed, INC.Broker
First Investors CorporationBroker
State Registrations5 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.