Jacob Weston
Jacob Weston is a registered investment advisor at Aligne Wealth Advisors Investment Management (awaim), based in Los Angeles, CA, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 220 clients with $220M 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 - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
1801 Century Park East, Suite 1440, Los Angeles, CA, 90067
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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 operates Aligne Wealth Advisors Investment Management as a DBA for his LPL business and provides investment advisory services through the firm. He dedicates full-time hours to this activity.
Employment History
Current Registrations
Aligne Wealth Advisors Investment Management (awaim)
Previous Registrations
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 states
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