Jacob Allred
Jacob Allred is a registered investment advisor at Ignite Planners LLC, based in South Jordan, UT, with 2 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,610 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Fees are negotiable and billed quarterly.
Fee Estimator
Location
10813 S. River Front Parkway, Suite 100, South Jordan, UT, 84095
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 an advisor and Chief Client Service Officer at Atlas Investment Management, where he dedicates about 10-20% of his time. He also has the ability to offer life insurance products to clients.
Employment History
Current Registrations
Ignite Planners LLC
State Registrations3 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.
Exams
More Advisors
- Chace Adams, CFPIgnite Planners LLC
- Ronald Hada, CFPIgnite Planners LLC
- Michael Coakley, CFPWealthspire Retirement Advisory
- Jesse Lugenbeel, CFPLPL Financial LLC
- Mark Asaro, CFANoble Wealth Management P.B.C.
- Easton Dickson, CFPWealthspire Retirement Advisory