Jacob Derrig
Jacob Derrig is a CFP, ChFC-designated registered investment advisor at Momentum Wealth Management, based in Northfield, IL, with 16 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 16 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Momentum Wealth Management's (MWM) fee is 0.95% of your portfolio per year, which may be negotiable. If MWM uses Orion Portfolio Solutions (OPS) or SEI Investments Management Corporation (SIMC) as a sub-advisor, there will be an additional fee for the model manager/platform. The OPS/SIMC fee is not negotiable. Your custodian statement will show MWM's fee and the OPS/SIMC fee as separate line items. Model manager/strategy fees may change, but you will need to approve any changes in writing that result in an increased fee.
Location
191 Waukegan Rd., Suite 350, Northfield, IL, 60093
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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
Momentum Wealth Management
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Gwfs Equities, INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Tsc Distributors, LLCBroker
Jackson National Life Distributors LLCBroker
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.