Jacob Potter is a registered investment advisor at Sfc Financial LLC, based in St. Louis, MO, with 4 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, High Net Worth, and 4 more. Their firm serves 78 clients with $210M 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 | 1.00% |
Fees may be lowered for larger accounts at the firm's discretion. Management can also be structured as a fixed annual fee typically ranging from $10,000 to $20,000 based on complexity.
Fee Estimator
Location
3890 South Lindbergh Blvd., Suite 200, St. Louis, MO, 63127
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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 a shareholder and director of tax at Swink Coplen & Company PC, a CPA firm, dedicating nearly full-time hours to managing the tax department. He is also a managing member of Ninja Investments LLC and Wildrose Manor LLC, both rental real estate companies, spending a few hours per week on management and accounting for each LLC.
Employment History
Current Registrations
Sfc Financial LLC
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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