Jacob Soener
Jacob Soener is a CFP-designated registered investment advisor at Clf Asset Management, INC., based in Madison, WI, with 6 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 386 clients with $150M 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 | 0.95% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fee is non-negotiable. At CLF's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
999 Fourier Drive, Suite 301, Madison, WI, 53717
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
Jacob is associated with Capitol Lakes Financial, LLP as an independent insurance agent, earning commissions on insurance product transactions. He also serves as Treasurer for the Lussier Community Education Center, advising on budgeting and serving on the board of directors, which is an unpaid role.
Employment History
Current Registrations
Clf Asset Management, INC.
State Registrations2 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.