Jacob Taylor is a registered investment advisor at Tradition Wealth Management LLC, based in Edina, MN, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,162 clients with $2B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable and may vary by advisor.
Fee Estimator
Location
7601 France Avenue South, Suite 100, Edina, MN, 55435
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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 ActivitiesSells Insurance
Jacob is an insurance agent/wealth advisor and director of sports management at Tradition Wealth Management, dedicating nearly full-time hours to building financial plans and implementing investment strategies and insurance planning. He also owns Strapped, LLC, a health and wellness company offering apparel for fitness events, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Tradition Wealth Management LLC
Previous Registrations
Investment Advisors
Concourse Financial Group Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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