Jake Norton is a registered investment advisor at Stewardship Financial, based in Gilbert, AZ, with 14 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 255 clients with $83M 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Clients with less than $200,000 in assets under management also pay a $189 per month financial planning fee. Betterment accounts incur an additional 0.15% sub-advisory fee.
Fee Estimator
Location
1094 S Gilbert Rd #210, Gilbert, AZ, 85296
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jake is an independent insurance agent, selling insurance products through Stewardship Planning, LLC, dedicating about 10-20% of his time to this activity. He also spends minimal time each month on legal document preparation services through the same company.
Employment History
Current Registrations
Stewardship Financial
Previous Registrations
LPL Financial LLC
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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