Jacob Loosle is a CFP-designated registered investment advisor at Lido, based in Denver, CO, with 11 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 13,800 clients with $43B 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 $2.0M | 1.25% |
| $2M+ | 1.00% |
Minimum quarterly fee of $2,500 ($10,000 annually) applies. Fees are negotiable based on account size, strategy, and services provided. Acquired firm clients may be subject to different legacy fee schedules.
Fee Estimator
Location
4643 S Ulster Street, Suite 1040, Denver, CO, 80237
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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
Lido
Previous Registrations
Goldman Sachs Personal Financial Management
Bedrock Capital Management, INC.
State Registrations3 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.
Exams
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