Jacob Kester
Jacob Kester is a registered investment advisor at Cruden Bay Investment Management, LLC, based in Westlake Village, CA, with 4 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 145 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cruden Bay Investment Management's annual fee for portfolio management services under their bundled fee program is up to 2.00% of the value of your investments. This fee covers money management, advisor fees paid to separate account managers, certain transaction costs, and custodial/administrative costs. The fee is billed quarterly in advance. Financial planning services are included at no additional cost for portfolio management clients.
Location
2945 Townsgate Road, Suite 200, Westlake Village, CA, 91361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cruden Bay Investment Management, LLC
State Registrations1 state
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