Jacob Gayle is a registered investment advisor at Toews Asset Management, based in New York, NY, with 9 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 129 clients with $1B 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 $100K | 2.30% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Schedule reflects IRMS program fee tiers. The i-Vest program charges a flat 0.50% by Toews plus an intermediary fee of 0.06% to 1.50%, totaling 0.56% to 2.00%.
Fee Estimator
Location
900 Broadway, Suite 801, New York, NY, 10003
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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 →Employment History
Current Registrations
Toews Asset Management
Northern Lights Distributors, LLC
Northern Lights Distributors, LLCBroker
Previous Registrations
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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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