Jacob Saroyan is a CFA-designated registered investment advisor at Exeter Investment Management, based in Rancho Palos Verdes, CA. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exeter Investment Management offers two investment strategies with different fee structures:
ETF Allocation Strategy:
- Management fees range from 0.1% to 0.2% per year, based on the size of the account and the complexity of the investment strategy. Fees are non-negotiable.
Active Stock Selection Strategy:
- Management fees range from 0.0% to 1.0% per year.
- Performance Fee: 0.0% to 25.0% of any gains exceeding a 6.0% hurdle rate. The client can negotiate the mix of management and performance fees.
Location
Rancho Palos Verdes, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is a 50% owner of California citrus groves. He dedicates minimal time to this passive, non-investment related activity.
Employment History
Current Registrations
Exeter Investment Management
State Registrations2 states
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