Jacob Weatherford is a CFP-designated registered investment advisor at Castlepoint Wealth Advisors, based in Oklahoma City, OK, 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 Charitable Giving, Corporate Executives, Divorce Planning, Estate Planning, and 6 more. Their firm serves 259 clients with $610M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are negotiable. There may be legacy clients under a different fee schedule. Castlepoint generally requires a minimum annual fee of $15,000 for investment management services.
Fee Estimator
Contact
Jacob Weatherford
Location
7308 N. Classen Blvd., Oklahoma City, OK, 73116
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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 has been a football official since 2008, which is not investment related. This takes about half of Jacob's time.
Employment History
Current Registrations
Castlepoint Wealth Advisors
State Registrations1 state
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
Additional Information
Jake Weatherford serves as a Wealth Advisor and is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake uses portfolio modeling and financial projections to help clients evaluate potential outcomes of their decisions. His desire to help people is what attracted him to the wealth management industry.