Jacob Hall is a registered investment advisor at Pace Wealth Advisors, based in Puyallup, WA, with 10 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 38 clients with $23M 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 | 1.75% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
Puyallup, WA
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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 Activities
Jacob is a mortgage lender for Prestige Home Mortgage since 2021, dedicating a few hours per week. He also has ownership interest in four recreational cannabis dispensaries since 2018, spending about 10% of his time on financial and management oversight.
Employment History
Current Registrations
Pace Wealth Advisors
Previous Registrations
Ae Wealth Management, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.