Jacob Impellicceiri
Jacob Impellicceiri is a CFA-designated registered investment advisor at Grantd Wealth, INC., based in Denver, CO, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 18 clients with $3.3M 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 $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $6.0M | 0.95% |
| $6.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
1700 Lincoln Street, 46th Floor, Denver, CO, 80203
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 an agent with Avantax Insurance Agency, selling various annuity and insurance products, dedicating minimal time. He also works full-time at Strategize Wealth Management Group and spends about half his time as a tax preparer for Strategize Tax LLC.
Employment History
Current Registrations
Grantd Wealth, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Investment Services, INC.Broker
Avantax Advisory Services
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations3 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.