Jacob Balyeat
Jacob Balyeat is a CFP-designated registered investment advisor at LPL Financial LLC, based in Manhattan, MT, with 13 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
116 W Main St, Manhattan, MT, 59741
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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 →Other Business ActivitiesSells Insurance
Jacob sells fixed and non-variable insurance, including life, long-term care, disability, SPIA, and HSA products. He also works as an agent for Glidewell Insurance selling home, auto, commercial, health, life, disability, and long-term care insurance, dedicating about 10-20% of his time. Jacob also spends full-time hours on GiiG Wealth Management and Glidewell Investments, DBAs for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Signator Financial Services, INC.
Signator Financial Services, INC.Broker
Nylife Securities LLCBroker
State Registrations19 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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