Thomas Jacobs is a registered investment advisor at Maridea Wealth Management, based in Marfa, TX, with 12 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,555 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maridea Wealth Management charges a fee based on the value of your investments. The annual fee can be up to 2.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Maridea. Fees may be negotiable. You'll also pay separate fees to the company that holds your assets and executes trades.
Location
Marfa, TX
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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.
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Thomas is an Investment Adviser Representative for two firms, primarily for transitional purposes. He also manages a limited liability corporation making small private investments, acts as principal of an S Corp for business activities like public speaking and writing, and works as a habitat conservationist, dedicating about 10-20% of his time to each of the latter two activities.
Employment History
Current Registrations
Maridea Wealth Management
Previous Registrations
Huckleberry Capital Management, LLC
Zt Wealth Advisory
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.