Jacob Jewell
Jacob Jewell is a registered investment advisor at Principal Securities, INC., based in Indianapolis, IN, with 12 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 Investment Management, Retirement Planning. Their firm serves 51,941 clients with $17B 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 $150K | 1.75% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.10% |
Fees are negotiable and collected quarterly in arrears. Schedule reflects the SEI Managed Account Solutions program maximum fees. Other programs utilize promoter fees ranging from 0.07% to 1.50% or asset-based fees up to 1.95%.
Fee Estimator
Location
8910 Purdue Rd, Ste 705, Indianapolis, IN, 46268
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2019Other Business ActivitiesSells Insurance
Jacob is involved in outside insurance activities and group benefits. He also owns Jewell Real Assets LLC, a passive rental property, and serves as the Financial Chair on the Board Member for Grant's Giants Pompe non-profit, dedicating minimal time to each.
Employment History
Current Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations15 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
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