Jacob Bartel
Jacob Bartel is a CFP-designated registered investment advisor at Birchcreek Wealth Management, LLC, based in Jacksonville, FL, with 11 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 198 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Birchcreek Wealth charges a percentage of your portfolio each month, calculated based on the value of your investments at the end of the previous month. The annual fee ranges from 0.25% to 1.50%, depending on the complexity of the services, the amount of assets managed, and the overall relationship with Birchcreek Wealth. Financial planning services may be included at Birchcreek Wealth's discretion.
Location
3955 Riverside Ave, Suite 203, Jacksonville, FL, 32205
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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 partner in Niche Properties, LLC, dealing with rental properties since 2021, where he handles financial reconciliation and market research. He also serves as a board member for the charitable organization Brighton Center, dedicating a few hours per week to the marketing and program committees.
Employment History
Current Registrations
Birchcreek Wealth Management, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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