Samuel Jacobsen
Samuel Jacobsen is a CFA-designated registered investment advisor at Kellogg Asset Management, LLC, based in St. Louis Park, MN, with 9 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $2.9B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.90% |
| $15.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.60% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $250.0M | 0.40% |
| $250M+ | 0.30% |
Schedule reflects equity management fees. Fixed income management and model portfolios have separate schedules starting at 0.50% for the first $5M. Fees may be negotiable.
Fee Estimator
Location
5353 Wayzata Blvd, St. Louis Park, MN, 55416
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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
Kellogg Asset Management, 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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