Jacob Reeder
Jacob Reeder is a registered investment advisor at Financial Services of America Advisors, based in Troy, MI, with 7 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,406 clients with $570M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
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 ActivitiesSells Insurance
Jacob is a Vice President at Financial Services of America, selling life insurance and fixed/indexed annuities for various insurance companies. He works through several intermediaries and directly with AAA, Fidelity and Guaranty, Grange, Jackson National, and Midland National for commission.
Employment History
Current Registrations
Fsa Advisors, INC.
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.