Jacob Ivey
Jacob Ivey is a registered investment advisor at Strategic Asset Management Group Advisors, based in Pompano Beach, FL, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 126 clients with $420M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for accounts above $2,500,001.
Fee Estimator
Location
2000 North Federal Highway, Suite 202, Pompano Beach, FL, 33062
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 Activities
Jacob works as an Investment Advisor Representative at Strategic Asset Management, providing financial services and customer service. This is a full-time commitment for Jacob.
Employment History
Current Registrations
Strategic Asset Management Group Advisors
Lincoln InvestmentBroker
Previous Registrations
Lincoln Investment
State Registrations11 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
More Advisors
- John Ruark, CFPPatuxent Financial Planning, LLC
- Alex Smith, CFPStrategic Advisers LLC
- David Teas, CFA, CFPHeritage Investment Group, INC.
- Matthew Hinkle, CFPHinkle Financial Services LLC
- Frederick Maclean,, CFA, CFPHeritage Investment Group, INC.
- Frederick Maclean, CFA, CFPHeritage Investment Group, INC.