Jacob Hadad
Jacob Hadad is a registered investment advisor at Wesfair Advisory Group, INC., based in Chappaqua, NY, 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 Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 11 clients with $25M 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 | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Minimum annual fee of $2,500. Fees are negotiable. Total fee will not exceed 2% AUM annually.
Fee Estimator
Location
480 Bedford Road, Chappaqua, NY, 10514
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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 ActivitiesSells Insurance
Jacob is the President of JH Solutions LLC DBA Wesfair Tax, providing accounting and tax preparation services. He is also a licensed insurance agent and Vice President of Wesfair Agency, Inc., spending a few hours per week on these activities.
Employment History
Current Registrations
Wesfair Advisory Group, INC.
State Registrations1 state
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