Jacob Ekkens is a registered investment advisor at Stewardship Trust Advisors, based in Grandville, MI, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 252 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
STA's investment management fees are based on a percentage of the value of your portfolio or a flat fee, ranging from 0.5% to 1.5% annually. Fees are negotiable depending on the size and complexity of your account. Fees are deducted from your account quarterly. Some clients may pay legacy fees that differ from the standard fee schedule.
Location
3411 Wilson Avenue Sw, Grandville, MI, 49418
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is an Investment Advisory Representative at Pilgrims Capital Advisors, Inc d/b/a Stewardship Trust Advisors, Inc since June 2023. This activity is investment-related.
Employment History
Current Registrations
Stewardship Trust Advisors
Previous Registrations
Stewardship Advisory Group, LLC
State Registrations1 state
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