Jacob Kerksieck is a registered investment advisor at Oath Planning, LLC, based in Fayetteville, AR, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 502 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oath Planning's investment management fees are based on the amount of your portfolio and the service level you choose (Silver, Gold, or Platinum). The annual fee is a percentage of your portfolio. All fees are negotiable, and family accounts may be combined for fee assessment. Investment management clients receive financial planning services at no additional cost.
Here's a breakdown of the annual fees:
- Less than $500,000
- Silver: 0.98%
- Gold: 1.18%
- Platinum: 1.48%
- $500,000 to $1,000,000
- Silver: 0.98%
- Gold: 0.98%
- Platinum: 1.18%
- More than $1,000,000
- Silver: 0.98%
- Gold: 0.98%
- Platinum: 0.98%
Location
320 Rollston Ave, Suite 103, Fayetteville, AR, 72701
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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 Activities
Jacob works as an attorney at a law firm since 2017, focusing on estate planning, trusts, and wills. This takes about 10-20% of his time, mostly during securities trading hours.
Employment History
Current Registrations
Oath Planning, LLC
State Registrations1 state
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