Jacob Staszak
Jacob Staszak is a registered investment advisor at Actify Investor Retirements, LLC, based in Peachtree Corners, GA, with 9 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 395 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Actify Investor Retirements charges different fees depending on whether you're a retirement plan client or an individual in their IRA program.
Retirement Plan Clients:
- 1.00% of the value of your portfolio for plans with less than $250,000 in assets.
- 0.50% of the value of your portfolio for plans with more than $250,001 in assets.
- An additional 0.25% of the value of your portfolio may be added if Actify is appointed as a Section 3(38) Investment Manager, with a minimum annual fee of $1,500.
IRA Program Participants:
- 0.85% of the value of your investments per year
- $48 annual account recordkeeping fee
- 0.15% of the value of your investments per year for custody and trade fees
Location
230 Scientific Drive, Suite 100, Peachtree Corners, GA, 30092
Get directionsHistory
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.