Jacob Larue is a CFP-designated registered investment advisor at Savvy, based in Lawrenceburg, KY, with 8 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B 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 | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
Lawrenceburg, KY
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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.
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Jacob works full-time as a financial advisor for Focus Financial, assisting with financial and investment analysis and client recommendations. He also owns LaRue Financial Planning, LLC and is a partner in Perspective 6 Wealth Advisors LLC, dedicating a few hours per week to each, managing books, bank accounts, and overseeing tax preparation.
Employment History
Current Registrations
Savvy
Previous Registrations
Focus Financial
Osaic Wealth, INC.Broker
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
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