Jacob Sadler is a CFP-designated registered investment advisor at Curio Wealth, LLC, based in Asheville, NC, with 14 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, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 354 clients with $460M 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 | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.40% |
Fees are generally negotiable. There is an annual minimum fee requirement of $4,000.
Fee Estimator
Contact
Jacob Sadler
Location
30 Town Square Blvd, Asheville, NC, 28803
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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
Curio Wealth, LLC
Previous Registrations
Bay Point Wealth
Woodstone Financial, 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
Additional Information
I work with clients as they prepare for and navigate through retirement. I have a specialized focus on retirement income planning, Social Security, portfolio withdrawal strategies, and long term care planning. I also offer planning services specifically for those considering Continuing Care Retirement Communities and Life Plan Communities.
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