Jason Jacobi is a CFP-designated registered investment advisor at Boyer Financial Services, INC., based in Newport Beach, CA, with 12 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 315 clients with $140M 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 | 1.50% |
| $500K - $1.3M | 1.25% |
| $1.3M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.65% |
Investment advisory fees are negotiable based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with Boyer Financial Services.
Fee Estimator
Location
4063 Birch St., Suite 150, Newport Beach, CA, 92660
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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
Jason is associated with Boyer Financial Services as his LPL business entity. He is also a co-owner of The Jacobi Group, a PR/marketing firm, and a board member at Unbiased Inc., providing advisory input on the US RIA space, dedicating minimal time to each.
Employment History
Current Registrations
Boyer Financial Services, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Pacific Select Distributors, LLCBroker
State Registrations2 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.