Jacob Rich is a CFP-designated registered investment advisor at Capstone Wealth Advisors,inc., based in Indianpolis, IN, 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 111 clients with $92M 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 | 1.25% |
| $500K - $1.3M | 1.00% |
| $1.3M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Contact
Jacob Rich
Location
5875 Castle Creek Parkway, Suite 290, Indianpolis, IN, 46250
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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 is an assistant cross country and track and field coach at Brebeuf Jesuit Preparatory School, a private college preparatory school. This takes about 10-20% of his time.
Employment History
Current Registrations
Capstone Wealth Advisors,inc.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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Exams
Additional Information
In his spare time, Jacob is a volunteer coach for cross country at Brebeuf Jesuit Preparatory School, enjoys golfing and is an avid runner. He and his wife, Heather, are lifetime residents of central Indiana, currently residing in Carmel, and have one fun-loving Dachshund named Molly.