Jacob Floyd
Jacob Floyd is a registered investment advisor at Floyd Financial Group LLC, based in Springfield, MO, with 5 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 618 clients with $150M 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 | 1.25% |
The fee is negotiable, and the client may combine multiple accounts within the same household to achieve a lower fee.
Fee Estimator
Location
1304 W Battlefield Rd, Springfield, MO, 65807
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 writes life insurance and fixed indexed annuities, receiving commissions from the issuing company. He also receives a portion of the firm's total monthly income.
Employment History
Current Registrations
Floyd Financial Group LLC
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.