Tristan Jacobi is a CFP-designated registered investment advisor at Cwm Advisory, LLC, based in Ocean Pines, MD, with 7 years of industry experience. Tristan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 248 clients with $100M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
These fees are in addition to the fees charged by SEI Investments Management Corp, which are up to 1.25%. CWM Advisory's fees are calculated and deducted from client accounts by SEI Investments Management Corp. Fees are negotiable.
Fee Estimator
Location
11202 Racetrack Road, Ste 102, Ocean Pines, MD, 21811
Get directionsHistory
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
Tristan is an independent licensed insurance agent, spending a few hours per week on this activity. He is also a partner of Creative Wealth Management, LLC, which is used for payroll and receiving income from his insurance activities, requiring minimal time commitment.
Employment History
Current Registrations
Cwm Advisory, LLC
Previous Registrations
Scf Investment Advisors, INC.
State Registrations5 states
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.