Benjamen Jacobs
Benjamen Jacobs is a registered investment advisor at Jacobs Wealth Management, LLC, based in Milford, OH, with 12 years of industry experience. Benjamen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 46 clients with $9.5M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Milford, OH
Get directionsHistory
Regulatory History (1)
Criminal
August 1994Other Business ActivitiesSells Insurance
Benjamen is licensed to sell insurance products to JWM clients and receives compensation for these sales, creating a conflict of interest. He works as an independent licensed insurance agent, but dedicates zero hours during securities trading hours.
Employment History
Current Registrations
Jacobs Wealth Management, LLC
Previous Registrations
Waterstone Investment Counsel, LLC
Edward Jones
Edward JonesBroker
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.