Jacob Staszak is a registered investment advisor at Actify Investor Retirements, LLC, based in Mankato, MN, with 10 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 421 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Rate represents individual retirement account program participants. Retirement plan clients pay 1.00% for plans under $250,000 and 0.50% for plans over $250,001. Fees are negotiable for retirement plans.
Fee Estimator
Location
Mankato, MN
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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 works as a Regional Vice President for Vestwell, a 401(k) recordkeeper, aligning with payroll companies to sell recordkeeping services. This is a full-time role for Jacob.
Employment History
Current Registrations
Actify Investor Retirements, LLC
Previous Registrations
Gradient Advisors, LLC
State Registrations10 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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