Jacob Falkenthal
Jacob Falkenthal is a registered investment advisor at Belpointe Asset Management LLC, based in Oconomowoc, WI, with 1 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,604 clients with $7.6B 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 | 2.50% |
Advisory fees are negotiable and can be structured as a flat fee, fixed rate percentage, linear fee percentage, or tiered fee percentage, up to a maximum annual rate of 2.50%.
Fee Estimator
Location
820 Summit Ave, Unit A, Oconomowoc, WI, 53066
Get directionsHistory
Regulatory History (6)
Financial
November 2019Financial
July 2019Financial
May 2019Financial
March 2019Financial
March 2019Financial
December 2018Employment History
Current Registrations
Belpointe Asset Management LLC
State Registrations1 state
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
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