Jacob Martin is a registered investment advisor at Soulence Wealth Management, based in Pleasant Grove, UT, with 5 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 393 clients with $95M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.30% |
Fees are negotiable and may vary among clients. When assets are allocated to third-party managers, the third-party managers charges a fee for their management, the third party management fee is in addition to the base advisory fee and will be included into the total fee charged and collected from you.
Fee Estimator
Location
220 S 2500 W, Pleasant Grove, UT, 84062
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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 works as a Wealth Advisor at Soulence Tax & Wealth Advisors, dedicating nearly full-time hours to this role. He spends a similar amount of time on this activity during trading hours, serving a similar clientele.
Employment History
Current Registrations
Soulence Wealth Management
Previous Registrations
Soulence Wealth Management, LLC
Corecap Advisors
State Registrations1 state
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